Guides
13 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