Recreate Associates Capped This Period Report

If you forgot to print or save the Associates Capped This Period report from WinMORE before completing transmittal, you can recreate the results of the report by following these steps: 
 

• Find your YTD Closed Production report from the previous month
• Compare it to the YTD Closed Production report from the current month to look for newly capped associates

Make sure you add the printing of the Associates Capped This Period report to your Transmittal Checklist, and include this process in the event that you need to recreate your results!