Admin Reports


 Admin Reports Overview
Task Note Report
The task note report allows you to view pending and completed tasks for all users in your application. Go to Admin > Reports Click Task Note Report Edit the Search Criteria as needed. Note that you click on the Edit Criteria/Colu...
My saved reports and searches
It's easy to view and manage your saved reports for each section of your application or all at once. Each section of your application (e.g., CRM, Marketing, etc.) includes a reporting section with the option to view all saved reports.