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Introduction to Reports

Select the Reports icon from the main menu in BuddyCRM.

select reports menu item in BuddyCRM

You will be taken to this screen.

Screen Shot 2013-09-12 at 12.10.36

There are instructions on how to generate a report and then the reports are divided into sections.

If you hover over each report name, a description of the report appears.

Screen Shot 2013-09-12 at 12.18.15

Updated on May 21, 2018

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