Saved Reports, Custom Reports & How to Use Them For Bulk Updates

By in Uncategorized on 11 October 2018 / 0 comments / 3698 views

Radius has several reports that are pre-built, as well as Custom Reports & Saved Reports. See screenshots below, but check out details in this tutorial VIDEO.

When you create saved & custom reports, you’ll be able to create bulk updates. Say you need to update the Status of a recent import file in bulk or by selecting specific leads by Create Date. Search by Leads+Create Date, generate the report. Click Select All (or click to select specific records) and then click Bulk Update to a Status of New Lead. Click Submit.

Other reports that you can pull:

Status Reports:

Revenue Report:

Policy Report:

Call Report:

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