Reports
Easily track and analyze essential metrics
5 articles
Contact Association ReportGenerate detailed reports on contact associations to track engagement, streamline communication, and enhance client relationship management.
Advisor Template Assignment Report
Vendor ReportTrack vendor integration status, identify missing connections, and export reports to streamline vendor ID management.
Advisor Experience ReportTrack and export client experience assignments across advisors using filters to confirm every contact has the right experience in place.
Team Assignment ReportSee which teams each User (Advisor, CSA, Team Member) is assigned to and how many contacts are their primary responsibility.