We mentioned in our first post that we were going to start sharing some of the best, lesser-known, tips and tricks for running your business more efficiently, and the time has finally arrived! The first Anow Pro Tip we’re going to share is to use the Custom Reporting feature to get exported lists on anything you need, anytime.
Want a file of all the clients who have ordered from you in the past? Or do you need to see which appraisers on your team work the most in a particular State or City? You can do all of this and much more with Custom Reports in just a few simple steps.
1. Login to your Anow account. If you don’t have an account, sign up for a free trial here. 2. Click your name in the top right corner of your account and choose Insights from the menu. 3. Select Custom Reports from the left side of the page, then click Create New Report. 4. Build your report and export! That’s all there is to it.
If you’re interested in learning more, click here for the full instructions on how to use the Custom Reports feature, and if you have any questions feel free to leave a comment or reach out to me through the live chat on our website.