Steps to Run the Report
Click the Settings Gear Icon in the top menu.
Select Reports.
Choose Team Assignment Report.
Table View
User/Advisor/Team Member
Email
No. of Teams Assigned - Click on the number to see which teams each advisor is assigned to.
No. of Primary Contacts - Number of contacts for which they are the designated Primary Advisor/Team Member.
💡 Tip: Export the report for further analysis or record-keeping.