Guide to Downloading Monthly Statements and Commissions
Step 1. Log In and Access Agent Dashboard
Log in to the platform.
Click on 'My Agent' to access your dashboard.
Step 2. Select the Desired Month's Statement
You will see statements for each month (e.g., July, June, May).
Click on the month for which you want to download the statement (e.g., June).
Step 3. Navigate to Commissions Section
After selecting the month, click on 'Commissions' to access commission details.
Step 4. Export Commissions to CSV
Click on 'Export to CSV' to download the commission data.
Step 5. Name the CSV File Appropriately
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When prompted to name the file, use the format: 'Ace' followed by the month and year.
Example: 'Ace June 2025'.
Ensure to capitalize the name as needed.
Step 6. Repeat for Other Months
To download statements for other months, repeat steps 2 to 5 for each month (e.g., July, May).