How to use reports to find allocated managers

Created by RevQore Support, Modified on Wed, 20 Mar 2024 at 10:50 AM by Ella Kitching

The unit report will display managers assigned to the units. Use this report to view gaps or incorrect allocation.

Step 1 Go to reports>units>unit report

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

Step 2

Attachments (3)

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