SmartCampaign includes a number of reports.
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title | Opening the Reporting Screen - Click here to expand... |
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| - From the File menu, select Reports.
- Press Ctrl + R.
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The Reports screen contains two tabs: - Reports: Displays a list of standard reports with pre-conceived standard criteria. These reports contain criteria that a typical broker would need to view. The criteria can be altered to suit the business.
- Templates: Allows access to reports with no pre-conceived ideas as to the content. Templates are blank canvasses on which users can create their own specific reports
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