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How to Access Reports
How to Access Reports

Reports, User Settings, User Roles

Amy Bergren avatar
Written by Amy Bergren
Updated over a month ago

We have included a variety of different Reports you may create in order to track Operations, Sales, and Insurance information.

In order to access these, head on over to Settings and find the User you are looking to update.


Select the Pencil Icon next to the User's Name to edit, and choose Reports from the Select Role dropdown.

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