Overview
The Reports feature allows you to create customized reports on specific professionals, companies, or broader market trends. Each report type is designed to provide specific insights into performance, transaction details, and market conditions based on the filters you apply.
Creating a New Report
Select Reports from the left navigation menu.
Click Create New Report.
Select one of the available report types and click Continue.
Add or remove filters to define the data for your report, and click Continue.
Enter a Name for your report, and click Continue to generate it.
Tip: You can adjust the filters applied to the report by clicking Edit Report.
Outcome
You can now create reports to gain insights into performance, transaction details, and market conditions.