ADMIN: Agent Reports

ADMIN: Agent Reports

As Admin, you are able to run reports based on Agent Information.

To access these reports, select your Reports tab on your left hand side menu and then select Agent Reports.
This will open a screen where you will see all the types of Agent Reports that you can run.
Select the report that you wish to run.
This will open up the Report Filters for this report. You are able to filter down this report by date, agent name, etc. as well as rename this report.
Once you have your Report filters set, press the Run button and the report will populate for you to view.
In the upper right hand corner, you can Print the Report, Email the Report or Export the Report that you see on your screen.
Press Back to go back to the Report Filters screen.

On the Report Filters screen you are also able to Save the Report which would then save the Report under your Saved Reports tab.





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