Received forms by customer service advisor

This report shows you the completed forms submitted by the advisor in the report time period.

Settings include:

  • Advisor: the admin user in which to run the report against.
  • Time Period: the time period in which to run the report against.

When Time Period is set to "In the following date range":

  • From: the date to start the report on.
  • To: the date to end the report on.

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