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Reporting - Smart Campaign

Reporting - Smart Campaign


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TFS Smart Campaign - Table of Contents

     

        

SmartCampaign includes a number of reports.


 Opening the Reporting Screen - Click here to expand...
  • From the File menu, select Reports.
  • Press CtrlR.



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