Analytics and Reporting

CRM Reports A-C

• Accounting Reports
• Accounting Summaries
• Calls Report
• Campaigns Report

CRM Reports D-L

• Debts Report
• Docs Report
• Email Report
• Enrollment Reports
• Fees Report
• Funnel Report

CRM Reports M-R

• Pivot Report
• History Report
• Notes Report

CRM Reports S-Z

• SMS Report
• States Report
• Status Change Report
• Status Report
• Syndication Reports
• Tasks Report

Forth Pay Reporting

• Low Balance Forecast Report (ForthPay)
• Uncollected Settlements Report

Insights Information

• Forth Insights Overview
• Insights Dashboard Descriptions
• InSights Dashboard Features