Financial Services report

The Financial Services report allows you to create a list of financial service information for your contacts. 

To create your Financial Services report:

1. Click Reports on the main toolbar
2. Click Financials in the side menu under Reporting Groups
3. Click Financial Services under Financials Reports
4. You can select from several Report Options under Your Report to filter by:
   1. Period
   2. From and To dates
   3. Order
   4. Direction
   5. Filter
5. The report can be further filtered using the additional tabs under Your Report, such as by branch or user
6. Click Create Report to generate a one off report
   1. You can also Export the report into a .pdf, Excel or .csv document if you prefer to view it in an alternative format
7. The report will automatically open in a new browser tab once created
   1. It'll also be available within your Report requests, allowing you to open it later should you wish. Click Open to open the report or Clear to remove it

The Financial Services report shows the following information:

• Referral type
• Date applicant entered
• Office
• Applicant name
• Applicant address
• Applicant phone
• Date referred
• Action
• Referred to (external)
• Referred to (internal)
• Notes

Related articles: 

Running reports

Setting up a scheduled report

Exporting reports

Report tokens