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Reports Overview

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In Analytics, there are three Reports that each show different types of records: Deals, Sales, and TasksReports allow you to generate specific lists of actual records based on different filters.  Each Report is customizable through filter fields at the top of its reporting interface and may be exported as a PDF or physically printed.

If you are an Admin, data in the Reports will be available from all activity and Users in your agency. If you are a non-Admin User, data in Reports will be limited to your activities only.

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