FAQ ID # 77
Reports access and menu
Last Update : 2018/10/09
Rating : Not Rated
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Question / Issue
Where do I go to run quote reports?

Answer / Solution


NOTE: You must be an Agency Admin to access Advanced*, and at least Location Admin to access Basic**.


  1. Go to the Reports menu and select either Basic or Advanced.

 *You have to have to have an Enterprise account to access Advanced reports.
**An Agency Admin can allow standard and restricted users access to Basic Reports via the Permissions option in the Agency area of the Preferences menu(by default this is turned off).

Related FAQs
What kind of Basic Reports can I run?
Basic Reports Descriptions
Basic Reports Training Video
Basic Reports Training Video Link

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