Generating a Settlement Report

The Settlement Report tab allows you to track the volume of settlements over a period of time.

Generate a Settlement Report

To customise a Settlement Report choose the following filters:

• Select the Opportunity Type from the drop-down
• Choose a User from the drop-down or select all. 
• Choose a Date Rage
• You can also group the data by selecting an option from the Group By drop-down

Note: the report will automatically generate on the filters you select.

• Click on the Chart tab to view the data in chart form
• Click on export to download the report into an excel spreadsheet.