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CONTENTS - Reports
Mar 20, 2023
2995
- Common Report Functions
- Contacts Reports
- Contacts List/Committee Report
- Contacts Report
- Contacts Reports Use Case: View All Organizations to which an Individual belongs
- Contacts Reports Use Case: View report of all contacts that do not have a directory listing
- Contacts Reports Use Case: View all parent businesses and their related child businesses
- Contacts Reports Use Case: See the Primary Contact (Broker) for an Agent's Primary Office (Real Estate Edition Only)
- Contacts Reports Use Case: View a list of active agents who are not set to sync with M1(Real Estate Edition Only)
- Contacts Reports Use Case: View all contacts who have expired licenses (Real Estate Edition Only)
- Contact Information Report
- Contact Information Report Example: Identify contacts whose emails are marked as Transactional Only Emails
- Contact Information Report Example: Identify contacts whose emails are marked as Do Not Contact
- Contact Information Report Example: Identify contacts whose emails are marked invalid and the reason
- Directory Contact Report
- Duplicate Account Number Report
- User (Info Hub) Account Report
- Membership Engagement Report
- Code of Ethics - Agents Report
- Membership Reports
- Communications Reports
- Billing Reports
- Accounting General Ledger Reports
- Deposit Reports
- Credit Card Processing Reports (GZ Pay)
- Collections Reports
- Historical & Planning Reports
- Chapter Reports
- Continuing Education/Certification Reports
- Event Reports
- Fundraising Reports
- Lists/Committees Reports
- Project/Tasks Reports
- Sales Funnel Reports (formerly Member Recruitment)
- Store Reports
- Web Content Reports
- Form Reports
- Info Hub Resource Tracking
