Birthday Report

Overview:

In this article, we will 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' birthdays within the specified parameters.  Report does NOT include the year the agent was born.
  
• Ability to filter by:
  • Office/All Offices
  • Month/All Months
• Displays name, phone, email, and date of birth
  
• Ability to sort each column in the table 
• Ability to export to CSV/Excel using the button at the bottom of the page
  
• Ability to export to PDF using the "Export to PDF" button at the top right of the page

Navigation:

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