Reports > Database Summary Report

This report shows count of all mortgage and partnerships records in your database organized by pipeline stages.

If you have a “marketing” account, you can select users in the selection menu.

 

Once user is selected, please click “Filter Report” button. To disregard changes click the “Cancel” button.

 

You can download the report as a .CSV file. Simply click the “Download Report in CSV” link to do so.