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TradeOffice

Statistics Account Creation CallOver

  • Step 1: Access the Partner Transactions sub-module of the Finance module from the left sidemenu as shown in the fig1 below.
  • Step 2: Click on Statistics Account Creation CallOver as shown in the fig1 below.
Image showing Statistics Account Creation CallOver
Fig 1.0 Statistics Account Creation CallOver.

  • This displays a list view of Statistics Account Creation CallOver.
Image showing list view of Statistics Account Creation CallOver
Fig 1.1 List view of Statistics Account Creation CallOver

Filter list of Statistics Account Creation CallOver

  • Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
    • Search string: for filtering records
    • Start Date
    • End Date
Image showing Search, filter button and filter options
Fig 2.0 Image showing Search, filter button and filter options

Exporting Statistics Account Creation CallOver

  • Export the Statistics Account Creation CallOver data to excel by clicking the Export button
Image showing Statistics Account Creation CallOver export button
Fig 3.0 Image showing Statistics Account Creation CallOver export button.

Note: Once the export button is clicked, it pops up an option to download a copy of the Statistics Account Creation CallOver to your computer system as an excel document.

Printing Statistics Account Creation CallOver

  • Print the Statistics Account Creation CallOver data by clicking the Print button.
Image showing Statistics Account Creation CallOver export button
Fig 4.0 Image showing Statistics Account Creation CallOver print button.

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