Associates Tab - Export to CSV or PDF
Add the ability to export to CSV and PDF the Associates Tab. We would be able to export a Top Down Report with agent's email and phone number. Great for targeting the roster based on production level.
5
votes
Danielle Veneau
shared this idea
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Megan Buyer
commented
We have to reconcile our agent roster for our Region monthly, and not being able to pull an associate roster by status is VERY tedious. Not to mention we can't figure out how the Total Count PDF is even sorted to begin comparing. Being able to export to Excel/CSV would be SO HELPFUL!