* Email/Phone/Website Equals Email **AND** * Validity Status Not Equals Verified ![][1] See the following for **Common Report Functions**: * [Export Reports][2] * [Email Reports][3] * [Add Report Contacts to a List/Committee][4] * [Mailing Labels][5] * [Save a Report as a New Report][6] * [Save a re…
* Only Transactional Emails Equals True **AND** * Email/Phone/Website Equals Email**.** ![][1] See the following for **Common Report Functions**: * [Export Reports][2] * [Email Reports][3] * [Add Report Contacts to a List/Committee][4] * [Mailing Labels][5] * [Save a Report as a New Report][6] * [S…
To view a report of your agents along with their office and the primary contact (usually the broker) for the office you can use the Contacts Report: For this example, we will apply the following criteria: * **Contact Type: Agent** * **Contact Status: Active** * **Additional Criteria/Filter:** **Primary Busines…
If a valid license is required for membership, it is important to track and review license expiration dates. You can view your members license expiration dates using the **Contacts Report**: Using the **[Contacts Report][1]**, make the following selections: * **Contact Type:** Agent * **Contact Status:** Active …
Mistakes happen- let's run a report to see if any of our active agents are not set to sync to M1. Using the [**Contacts Report**][1], set up the following criteria: * Contact Type: Agent * Contact Status: Active * Additional Criteria/Filters: **Sync with NRDS Equals No** * Fields to Display: add **Sync to NR…
* Do Not Contact Equals True **AND** * Email/Phone/Website Equals Email**.** ![][1] See the following for **Common Report Functions**: * [Export Reports][2] * [Email Reports][3] * [Add Report Contacts to a List/Committee][4] * [Mailing Labels][5] * [Save a Report as a New Report][6] * [Save a repor…
The **Code of Ethics - Agents** report provides you a way to identify and notify agents who have not completed their required code of ethics course for the current period so that they are not suspended and can remain members of your association. GrowthZone will track cycles, and allow you to filter to the current cycl…
Using the [Transactions by Contact Report][1], you can display all payments received from a contact, over a specific date range. This could be helpful if a contact needs a record of all of the payments they have made to you for tax purposes. 1. Click **Reports** in the left navigation panel and select **Transaction…
You can use the [Transactions by Contact Report][1] to find out how many of a batch of invoices are still open. 1. Click **Reports** in the left navigation panel and select **Transactions by Contact Report**** **OR go to the **Billing **module **Overview** tab and select **Transactions by Contact Report **in the ri…
The Event Sponsorships By Contact Report provides the ability to view sponsors with various filters. The report allows you to filter by event date range, event category, calendar, event name, membership category, and to filter by displaying contacts. 1. Click **Reports** in the Navigation Panel. 2. Use the Quick…