Agent Roster Report

Overview:

In this article, we will cover how to locate and use the Agent Roster Report. Please find the available resources below.

Permission Level:  Admin 

Report Details:

• This report lists all active agents in the system.
• A helpful report to quickly locate agent details: name, picture, phone number, email, office & start date.
• Ability to search by name
• Ability to search by phone number
• Ability to filter by office 
• Can sort by each column in the table
• Ability to export to PDF/CSV/Excel
  

  
  

  
  

Navigation:

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