General Reports

  • How to Edit, Save & Delete a Report

    Saving Reports Once you generate a report, click the Save icon at the top right of the page to save it Thi...

  • Membership Report

    The Membership Report lets you view any Organization(s) (and all associated Organization data) that members...

  • Contact Report

    The Contact Report shows following details for Contacts that match the search parameters: Display Name Com...

  • Product Report

    The Product Report shows the amount of the selected Product(s) used on the deals that match the parameters....

  • Agent Performance

    The Agent Performance Report shows the following details for each deal type that matches the selected param...

  • Average Sales Report

    The Average Sales Report shows the following details for each deal type that matches the selected parameter...

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End of year

  • 1099 Reporting

    General Information According to the Internal Revenue Service, a business is required to file Form 1099-NEC...