The Report Overview 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.
When displaying reports, brokers will only be shown clients to which they have access.