• 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...

  • Commission Expense Report

    The Commission Expense Report shows the following details for each deal type that matches the selected para...

  • Source of Business Report

    The Source of Business Report shows the following details for each source of business grouped by deal type ...

  • Detailed Transactions Report

    The Detailed Transactions Report shows the following details for each deal that matches the selected parame...

  • Summary Transactions Report

    The Summary Transactions Report shows the following details for the selected parameters: Agent: This shows...