ComTrack

Download Statements

Jack Schroeder FMO

How to Download Commissions Data Step 1: Log In to the System Begin by logging into the system for the first time. Familiarize yourself with the interface. Step 2: Navigate to Comm

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How to Download Commissions Data

 

Step 1: Log In to the System

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  • Begin by logging into the system for the first time.

  • Familiarize yourself with the interface.

 

Step 2: Navigate to Commissions Section

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  • Locate the 'Commissions' section in the menu.

 

Step 3: Download Data as CSV

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  • Click on the option to download data.

  • Select the CSV format for the download.

 

Step 4: Add Suffix to the File Name

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  • When prompted, add a suffix to the file name (e.g., 'JSA').

  • This helps in identifying the file later.

 

Step 5: Complete the Download

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  • Confirm the download and ensure the file is saved correctly.

 

Step 6: Exit the System

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  • Once the download is complete, you can exit the system.


 

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