Reports that come to you
Count your leads, clients, follow-ups and payments the way you need, have reports emailed on a schedule, and export your portfolio.
What you can do
Custom reports
Count leads, clients, follow-ups or payments, grouped the way you need, and share the report with your team.
Scheduled by email
Have a report emailed to you on a schedule, without signing in.
Team performance
Compare branches and teams across the agency.
Portfolio export
Download the portfolio as an Excel file or a PDF.
Questions
Who can schedule reports?
Admins, and anyone their agency's permission set allows to view and schedule reports.
Which formats can I export?
The portfolio exports as an Excel file or a PDF.
Related features
Try it on your own portfolio
7 days free on either plan. No payment details to start.