REPORTS

How to pull a report on all Client Relationship Managers?

  1. Log in to the system: Access the system using your credentials.

  2. Navigate to the Reports Section: Look for the "Reports" 

  3. Select the CRM Report: Select Client Details Report Click on it to proceed.

  4. Generate the Report: Once you've configured the filters (if necessary), click on the "Export to EXCEL" button to initiate the report generation process.