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Broker Client Revenue and Expense Summary

Brokers run this report to view a snapshot of client daily, month-to-date and year-to-date expenses, revenues, net revenue, gross margin and aggregate client MTM.

Who can access the Broker Client Revenue and Expense Summary page?

You can access this page if you are a Broker Master.

To generate a Revenue and Expense Summary report

1. Click Reports > Supplemental > Client Revenue & Expense.

2. Make the following selections:

• In the Report Date field, select the date for the report.
• In the Language field, select your language .

3. Click Viewto generate the report

For more information

• Broker Client Revenue and Expense Summary Report Reference