(67) NPO Signed Accounts Annual

This Report is designed to generate the Monthly Numbers and Percentages of NPO Signed Accounts for the New Account division for the Year.

The recommended file format for this report is as a PDF (.pdf) file, however, you can also generate a Word (.doc) file or an Excel (.xls) file

  • As a Word (.doc) file the report will generate in an editable format.
  • As an Excel (.xls) file this will place the information in cell formatting into rows. Can be used for .csv file imports.
  • As a PDF (.pdf) file this will appear the same as the Word (.doc) file format, but will not be editable.

Report - 67

Report - 67

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Report - Signed Accounts Annual Analysis

Report - Signed Accounts Annual Analysis

Report Navigation:

  1. Date Range of Report
  2. # of Referral Calls by Month
  3. % of Referral Calls by Month

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