New Agents Report

Overview:

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

Permission Level:  Admin 

Report Details:

• This report lists all new agents who have started within the last year as of today. It also includes what subscriptions they are currently set up on, if any.

• A helpful report to quickly show trends/growth. 

• Displays name, email, phone, office, birthday, start date, and active subscriptions

• Can sort each column on table

• Ability to export to csv/excel

Navigation:

Click directly on image to enlarge