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.