How to use reports to view applicants requirements

Created by RevQore Support, Modified on Tue, 26 Mar 2024 at 09:36 AM by Ella Kitching

Use the applicant report to view the applicant's requirements   


Step 1 Go to reports>applicants>applicant report


 

 Choose from the accounts listed and then get to the next screen and run in enhanced. Choose

  1. With notes - This will display as a very long list of notes are used extensively
  2. Without notes


   


 Step 2 Set the date range filter and apply filters based on requirements

 

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