The Code of Ethics - Agents report provides you a way to identify and notify agents who have not completed their required code of ethics course for the current period so that they are not suspended and can remain members of your association. GrowthZone will track cycles, and allow you to filter to the current cycle and those missing COE. By creating this report and synchronizing to a list you will be able to easily keep track of and communicate with those who still need to take COE training. See Smart List - Dynamically Update Contacts in Lists/Committee from Report Results for details on setting up your lists.
- Click Reports in the left-hand navigation panel
- Select the Code of Ethics - Agents report
- Enter the desired filtering options, for example, if only specific membership types require Code of Ethics you can filter to those membership types. NOTE: By default the report is set to report on those agents who are "Missing Code of Ethics for Current Cycle".
- Click Run Report.
See the following for Common Report Functions: