A More Intuitive Report Layout

Revised Report Layout:  The reports will be presented in three sections:

  1. Enhanced Performance and Management Reports
  2. Business Growth Advisory Models
  3. Opportunity Exception Reports

And there's more...

  • Reports:  There are new reports available, specifically the Business Overview report and the Customer Exception reports.
  • Delete Function:  There is now an option to delete reports from the portal.
  • Help Option:  You will see there is an option to request HELP added to the Opportunity Exception Reports.

To find out more about the improved report layout and how VFD Pro can help you and your practice and your clients, please call, email or click below to schedule a time to talk.

Schedule Appointment

Monday, March 9, 2020