The Market Center Financial Statement report pulls data from WinMORE, Account Edge and Lone Wolf, showing all of the financial details for your Market Center, and also includes high level recruiting numbers.
By default, this report only shows data from the current year. However, you do have the ability to access archived (older) versions of this report, when selecting the report from the reports menu.
Also, if you have roles in multiple Market Centers, regional roles or KWRI access, when you pull Market Center specific reports, you might see data from all of the Market Centers you have access to. Because of that, we created an easy way to use filters, within the report, to limit the data that you are viewing to one region or Market Center only. From there, you would only view, export and print data for the Market Center you are accessing, streamlining the information and making it easier to manage.
To access your Market Center Financial Statement:
1. Log in to mykw.kw.com with your KW login credentials.
2. From the myKW home page click the Reports link.
3. On the reports page, hover over Reports, hover over Market Center from the drop-down, then select either Closed Production - Current YTD or Closed Production - Prior Year, in the second drop-down.
1. The report will load. You can use the Export icon, at the top left of the page, to export the report.
2. Use the file format drop-down to select a format option.
Crystal Reports (RPT): this option is for reports administrators only.
PDF: this exports as a PDF and the formatting mirrors the report exactly as you are viewing it in the Reports portal. If you are looking to print a report, this is the best option.
Microsoft Excel (97-2003): this exports as an Excel file, but without gridlines and the formatting mirrors the report exactly as you are viewing it in the Reports portal (the columns and rows are not uniform).
Microsoft Excel (97-2003) Data-only: this exports as an Excel file with gridlines. The columns and rows are uniform and formatted as a traditional spreadsheet.
Microsoft Excel Workbook Data-only: this exports as an Excel file with gridlines. The columns and rows are uniform and formatted as a traditional spreadsheet (this is the same format as the Microsoft Excel (97-2003) Data-only option).
Microsoft Word (97-2003): this exports in Microsoft Word with table formatting, but no gridlines. The formatting mirrors the report exactly as you are viewing it in the Reports portal.
Microsoft Word (97-2003) - Editable: this exports in Microsoft Word, not in table formatting. The formatting mirrors the report as you are viewing it in the Reports portal.
Rich Text Format (RFT): not available.
Separated Values (CSV): this exports as an Excel spreadsheet, with a .CSV file type. The big difference between this format and the Microsoft Excel (97-2003) format is that the CSV format does not organize the data in a way that mirrors the report. Each column title, from the report, is put in it's own column. All of the data points are placed in their own column, separate from the column title. If you are looking to sort the data from a report by a specific metric, this might be the best format to use.
XML: this exports in an XML format, which puts the data in a code based format. This is more of a developer format, not useful to associates who are looking to view actual report data.
3. Click Export.