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Last updated: 2025-09-19


Reports Help Topics


Image from manwomanchart.gifIn the world of information, the focus on deciphering important information is crucial. SmartOffice provides a variety of flexible reporting tools that deliver the essential information needed for decision-making. The reports are easily accessed throughout the system so users can run the reports at any time. Different report formats found throughout SmartOffice include PDF, Excel, and Dynamic Reports. These different formats are used to meet the unique needs of SmartOffice users. Instead of rummaging through the system to collect data, SmartOffice Reports save valuable time and provide reliable results. The Reports Help Topics are divided into the Menu Options, Additional Reports Topics, and Training Movies sections.
Menu OptionsAdditional Reports Topics
- Dynamic Reports
- Commission Reports
- Calendar Reports
- Production Dashboard
- Activity Statistics
- Opportunity Dashboard
- Opportunity Reports		- Leads Dashboard - Leads Coordinator
- Leads Dashboard - Leads Advisor
- Event Reports
- Recruiting Status Report - Monthly
- Recruiting Status Report - YTD		- Reports Packaging
- PDF Reports
- Analytic (Excel) Reports
- Policy Reports
- Investment Reports
Training Movies
- Reporting and Filtering Course