Onboarding reporting is only available for Brokerage Managers, and Office Managers to see. If you would like to access the Onboarding report, click on “Reports” and then “Administrative” from your dashboard.
To view the Onboarding Report click on the tab at the top.
The following is the Onboarding Report. The report will show each questionnaire that has been created. It will also show the status of each questionnaire that has been created. It will also show the start and due dates.
You have the ability to search by an accounts start date.
You have the ability to search by the Onboarding due date.
You have the ability to search by a specific office.
You can specify which accounts you would a report on.
You can also specify which statuses you want to see the report for.
Finally, you have the ability to exclude disabled accounts.