How do I create a new business pipeline report for an introducer?
Last Modified on 18/08/2017 9:55 am BST
This article shows you how to create a pipeline new-business report for a specific introducer.
From the Main Menu click on Admin > Reports.
Click on Report on new business currently being processed and then click on the Pipeline tab at the top of the screen.You will then be presented with a list of reports, select Schedule of Pipeline cases for (Introducer)
Before you can generate this report you must first select an introducer and a date range from the data entry fields at the bottom of the screen.