Brokerage Engine Support

Birthday Report


Overview:

In this article, we'll cover how to locate and use the Birthday Report. Please find the available resources below.


Permission Level:  Admin


Report Details:

  • This report lists all active agents' birthday within the specified parameters.  Report does NOT include the year agent was born.
  • Ability to filter by:
    • Office
    • Month/All Months
  • Displays name, phone, email, and date of birth
  • Ability to sort each column on table 
  • Ability to export to csv/excel



Navigation:


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