The Financial Statement Report shows you the Balance Sheet and Income Statement for the previous month's closed period, or whatever period you have selected in the filters.
- Click here to learn more about how to Sort, Filter & Download Additional Reports, in CommandMC.
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All Market Center and Regional roles give access to this report, except for Compliance Coordinator and Agent Leadership Council (ALC).
While we are pulling data from a number of data sources, including Transactions data, you will not see data for the current month. The data will update around the 9th day of the next month. |
To access the Financial Statement Report:
Access the Report
1. Log in to https://agent.kw.com with your KW login credentials.
2. At the top of the page, click CommandMC.
3. Click to access the Reports Applet, , on the left side of the page.
4. Select the Market Center category.
- You can use the Search and Filter to narrow down your category results.
5. Use the search (you also can switch between List and Card views) to find and select the Financial Statement card.
- If there is a report you want quick access to in the future, click the Favorite icon,
, at the top left of the card to add it to the Favorites tab, on the Reports homepage.
Key Filters
On the right side of the report, in addition to the Market Center filter (Regions only) you can use to narrow down results to specific Market Centers, you have a Period filter that lets you select any number of past months to aggregate production detail for, and a Subcategory Name filter that let's you add/remove key financial categories from the report:
There is also an Item Name filter that let's you add/remove specific line items, within the subcategories.
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