Creating a report for a specific broker

When you first run the report you will see the standard criteria.

You can amend these criteria as required.

You can also add to the criteria.

We are going to add the broker to this report.

Click on the + next to Application (Indicated to the right)

To add the broker follow these steps;

1. Click on Broker/Team.
2. Click on Application Broker (Select).
3. Click on the  >> button to move the criteria to Required Criteria.
4. Select theBroker that you want to add.
5. Click OK.