A More Intuitive Report Layout

Revised Report Layout: The reports will be presented in three sections:

  1. Enhanced Performance and Management Reports
  2. Business Growth Advisory Models
  3. Opportunity Exception Reports

And there’s more…

  • Reports: There are new reports available, specifically the Business Overview report and the Customer Exception reports.
  • Delete Function: There is now an option to delete reports from the portal.
  • Help Option: You will see there is an option to request HELP added to the Opportunity Exception Reports.
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