Reports
Easily track and analyze essential metrics
4 articles
- 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.