New Written Transaction Report

Overview:

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

Permission Level:  Admin + Billing

Report Details:

• This report runs on Contracted Date and includes the following statuses:
  • Pending
  • Closed
  • Cancelled

• Ability to filter by Statuses

• Ability to filter by offices

• Abilty to filter by Agents

• Can export to excel/csv or download as PDF

Navigation:

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