What’s New in V96:
Agent Reports now automatically exclude rows where the Agent Comp Plan is blank or the Agent Payroll is $0.00.
Hey, in this video, Evan guides viewers on saving Generated Reports.
He explains the importance of saving directly on ThinDisc without subfolders to enable downloading as a zip file.
In this video, Evan guides viewers on how to replace the generic logo in Branded Reports with their own logo.
By following these steps, the custom logo will appear on the top left corner of the Generated Reports, giving a personalized touch to distributed reports.
He demonstrates the process of deleting the generic logo, uploading a custom logo, and ensuring it is correctly labeled as ‘logo’ for the algorithm to generate reports accurately.
