Report Features

Choose Custom, Saved, Revenue, Status, Policy & Call Reports

Written by Clu Connors. Updated over a week ago

Pull reports on revenue, status, policies, call logs and create custom & saved reports.

Intro & Custom Reports @ 0:00

Status Reports @ 1:26

Saved Reports @ 4:06

Revenue Reports @ 2:56

Policy Reports @ 2:06

Call Logs @ 2:21