ComTrack

Download Statements

New Era

Guide to Downloading Commission Files for New Era Step 1: Log In Access the New Era platform. Log in with your credentials. Step 2: Navigate to Commission in Advance Locate the 'Co

1 min readUpdated

Guide to Downloading Commission Files for New Era

 

Step 1: Log In

https://trello.com/1/cards/689c00152a10865a26fd4412/attachments/68b97ad9c39dfeed57a1ca60/download/1.jpg
  • Access the New Era platform.

  • Log in with your credentials.

 

Step 2: Navigate to Commission in Advance

https://trello.com/1/cards/689c00152a10865a26fd4412/attachments/68b97ae78887c646d35286c7/download/2.jpg
  • Locate the 'Commission in Advance' section.

 

Step 3: Select an Agent Number

https://trello.com/1/cards/689c00152a10865a26fd4412/attachments/68b97af2976e14fdaeb7957b/download/3.jpg
  • Iterate through the list of agent numbers.

  • Select the appropriate agent number for the commission.

 

Step 4: Access Commission Files

https://trello.com/1/cards/689c00152a10865a26fd4412/attachments/68b97afdab43fd70b5b989ec/download/4.jpg
  • Identify the commission files related to the selected agent.

  • Click on 'Details' for each file.

 

Step 5: Download Files in CSV Format

https://trello.com/1/cards/689c00152a10865a26fd4412/attachments/68b97b0b59628c92f6ec96bd/download/5.jpg
  • After clicking 'Details', find the option to 'Download CSV Format'.

  • Ensure you download the file for each commission.

 

Step 6: Include 'New Era' in File Names

https://trello.com/1/cards/689c00152a10865a26fd4412/attachments/68b97b1b0e831e46063ae0b9/download/6.jpg
  • When saving each file, make sure to add 'New Era' in the file name.

 

Step 7: Repeat for Additional Files

https://trello.com/1/cards/689c00152a10865a26fd4412/attachments/68b97b287b4178c50fc189da/download/7.jpg
  • Continue the process for any additional commission files as needed.


 

Was this article helpful?