Reports & Dashboard
Business reports, mortgage reports, Power BI, dashboard, and big screen mode
25 articles
Where are reports located on Smartr365?
Reports and User roles
What are Business Reports?
What are Protection Reports?
What are Referral Reports?
How do I download / export a report?
What are Mortgage Reports?
Understanding Your Dashboard in Smartr365Overview of the Smartr365 Dashboard including widgets for rankings, conversion rates, lead flow, and remortgage opportunities.
How to Use Reports in Smartr365Comprehensive guide to built-in reports including business, mortgage, protection, and referral reports
Using Reports in Smartr365Comprehensive guide to generating, filtering, exporting, and using reports in Smartr365.
How to Use PowerBI Reports in Smartr365Guide to accessing and using embedded Power BI reports for advanced business intelligence.
How to Use Big Screen Mode for ReportsGuide to using Big Screen mode for displaying reports on office monitors
In-Platform Reports > PowerBi guide
Smartr365 Power BI Network Reporting V3.1
Power BI Reports Installation
Power BI Admin Setup
Smartr365 Firm Reporting - v4.0 Release Notes
How do I create a custom report in Power BI using Smartr365 Mortgage data?
Getting Started with SmartrInsights
What is SmartrInsights via Power BI?
How to refresh my data in SmartrInsights via Power BI?
Smartr365 DAX Measures on Power BI