Accessing Commission Statements 0:00
- Log in to the Prosperity platform.
- Navigate to the 'New Business' section.
- Click on 'Commissions' to access the commission statements.
Downloading the Commission Statement 0:16
- On the commission statements page, locate the option to download.
- Click on 'CSV' to download the commission statement.
- Important: Do not select 'HTML' or 'PDF' formats.
Handling Multiple Statements 0:50
- Note that you must download each commission statement individually.
- If a statement shows a total paid of zero, you may choose not to download it.
Alternative Commission Report 1:03
- If you need a different report, go to the 'Reports' section.
- Click on 'Commission Report'.
- Caution: The report available here may not contain all necessary data.
Final Confirmation 1:30
- Always return to the 'Commissions' section to ensure you have the correct and complete data.
Cautionary Notes
- Ensure you are downloading the correct format (CSV) to avoid data loss.
- Be aware that not all reports contain the same information; verify the report type before using it.
Tips for Efficiency
- Consider creating a checklist to ensure all necessary statements are downloaded.
- Regularly check for updates or changes in the Prosperity platform that may affect this process.