This article briefly explains how to change or update the title of a commission report.
Step 1: Go to the Commission Reports Section
From the main menu on the left-hand side of the screen, click on the "COMMISSIONS" option to access the section that displays the list of created commission reports.
Step 2: Rename the Selected Report
Locate the report you want to edit or rename, then click the blue "ACTIONS" button on the far right. Next, click on the "RENAME" option.
You will be able to modify the report name. Once the change is complete, remember to click the "SUBMIT" button to confirm the update.
💡 Tip: As a best practice, we recommend naming the report using the carrier name followed by the month and year you’re calculating.
If you have any questions, feel free to contact our support team via the live chat available in your Apizeal user account. The chat is available Monday through Friday during business hours.
You can also reach out to us through the contact form available 24/7. You’ll receive a response as soon as possible 🤓👍🏼.