Generate a Birthday Report
7 steps
|
36 seconds
1
Hover your mouse over "Reports" in the navigation bar.
2
Hover your mouse over "Agent" in order to see all of the agent reports in the system.
3
Click the "Birthday" option.
4
The "Office" dropdown allows you to either include all of your brokerage's offices in this report or select an office to filter the report by.
5
The "Month" dropdown allows you to either include every month in this report or select a month to filter the report by.
This report includes an agent's name, phone number, email address, and the month and day of their date of birth.
6
By clicking the "Download as CSV / Excel" button, a CSV / Excel version of this report will be downloaded to your computer.
7
By clicking the "Export to PDF" button, a PDF version of this report will be downloaded to your computer.
