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Email or Export Reports (Excel, PDF, and More)

All reports in Commission Tracker can be exported for external analysis or emailed directly to stakeholders.

💡 Why Use This

Use Export or Email when:

  • Sharing reports with agents — Email a PDF directly from Commission Tracker without saving to your hard drive first.
  • Analyzing data in Excel — Export to Excel for custom filtering, pivoting, or agency-specific calculations.
  • Archiving reports — Save a PDF to your local drive for record-keeping or audit purposes.

🗺️ How to Access

Export and Email options are available in the toolbar of any report preview screen.

Emailing a Report

  1. Select your desired file format (PDF, Excel, etc.).
  2. Click the Email button.
  3. Enter the recipient's details and click Send.

Email Troubleshooting

Many email providers block messages where the From and To addresses are identical. If your email fails to arrive, ensure the sender and recipient addresses are different.

Email and Export Selection Interface Export to Email

Exporting to Your Local Drive

  1. Select your file format and click Export.
  2. A default filename is generated — rename it if needed.
  3. Click Save and Copy. This places the file in your computer's clipboard.
  4. Go to a folder on your local computer, right-click, and select Paste.

Export Dialog with Save and Copy Pasting from Clipboard to Local Drive

Format Reference

Format Best For
PDF Printing, archiving, or emailing to agents (prevents editing).
Excel Pivoting data, advanced filtering, and custom calculations.
CSV Importing into accounting software, CRMs, or other systems.

🔧 Troubleshooting

I clicked "Save and Copy" but can't find the file. The file is in your clipboard — it is not saved to a location until you paste it. Go to a folder on your local computer and press Ctrl+V to paste the file there.

The email sent successfully but the recipient didn't receive it. Check that the From and To addresses are different. Some email providers block self-addressed messages. Also ask the recipient to check their spam folder.

The exported Excel file has all data in one column. Try exporting as CSV and opening in Excel, which may parse columns more reliably for certain report types.

Need help? Contact support@commission-tracker.com