Agency Roll Up Reporting
R
Rick Jungkuntz
A report very similar to the new dashboard or automated sub account reports but at the agency level.
Think like a spreadsheet with just columns and rows of each sub account.
quick easy glance to identify problems.
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Canny AI
Merged in a post:
Agency Balance Report
R
Ricky Myers
A report should be available that shows the current Agency Balance. It would be helpful if this could be emailed or texted to the appropriate individuals. This is more helpful than an email when a payment fails.
R
Rick Jungkuntz
same data points, just all clients in one report