Client COB Status

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Client COB Status

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oThis window allows the user to print a report displaying the received COB's or the sent COB's.

oThis window also allows the user to export the details to a CSV file e.g. Excel.

ClientCOBStatus

This is an example of the Client COB status report Window

 

Minus18The following fields can be found on the Client COB Status report window:

·Report Type:

oThis list allows the user to select a type for the report.

 

·Include Leads:

oThis check box allows the user to include the leads on the report.

 

·Per Date Range:

oThis check box allows the user to insert a date range for the report.

 

·Preview:

oThis check box allows the user to display a preview of the client COB status report.