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General · Carrier statements

How to download Royal Neighbors as CSV

Download and name the daily commission statements.

1 min readUpdated

How to Generate and Download Commission Statements from Royal Neighbors

 

Step 1. Log in to Royal Neighbors

  • Access the Royal Neighbors platform.

  • Ensure you are logged in before proceeding.

 

Step 2. Navigate to Reports

  • Click on the 'Reports' section in the main menu.

 

Step 3. Access Commission Statements

  • Select 'Commission Statements' from the Reports menu.

  • This will open a new tab for the commission statements.

 

Step 4. Understand Daily Statements

  • Note that Royal Neighbors provides daily commission statements.

 

Step 5. Set Up for Downloading Reports

  • Prepare to iterate through the months and days for the report.

  • Start with January and loop through each day as needed.

 

Step 6. View the Report

https://loom.com/i/f3aa237eae7a48e5ad83da5d34cfaae2?workflows_screenshot=true
  • Click on 'View Report' to generate the report for the selected date.

 

Step 7. Download the Report

  • To download, select the option to download as a CSV.

  • Ensure to name the file appropriately: 'Royal Neighbors' followed by the date (e.g., 'Royal Neighbors 01-02-2025').