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Specific Reports

All information about Specific Reports

Sync Tracker Analytics Counts

You can now track the number of failed syncs for accounts, contacts, policies, tasks, notes, activities, files, emails, SMS, and calls. Note: Please note that

Policy per new account Report

Description – See the number of policies associated with an account in the report module. Use case – Easy navigation of Accounts having policies mapped

Policy Transaction Report

In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in

Agent Usage Report

A comprehensive report detailing agent logins, actions, views, and time spent by each agent can be viewed. Use Case: Enables admin to monitor agent productivity

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