A common challenge with the old Reporting functionality is that it was not customer facing, as well as the reports immediately exporting into an excel spreadsheet with no means of customizing the information provided.
With iSUITE the Technology Team has enhanced the experience of the Reporting module and added functionality to help alleviate some of the past challenges.
Feel free to log into iSUITE in a separate tab or keep two windows side by side and use the Touchpoints below to help get accustomed to the Reporting Module. The pictures below will help you to know what screen you should be on.
Additionally, you can view some Frequently asked Question at the bottom of the page
Let’s Get Started!
Run an Income Journal for 30 days to Today
Scroll to the right and click the Vertical 3 dot ellipsis and choose Columns
Remove a column
Run an Expected Commissions Report
Run any other report and try grouping (add column to the header)
You’ve completed Step 6; great job, you have completed all the guides! Please make sure to have submitted all of the surveys at the end of the sections