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How to make a report?

Report will provide user with an overview look at many business aspects.

Broker's business involves many different parts from management to sales, operations and marketing, etc. It is actually a lot more work than appears to be and keeping track of thing will sooner or later become a hassle to broker. Moso understands these concepts and has come up with an extensive library of many different reports to answer broker's need. The following video will show case you how to create Mortgage Call Report, one of the most common report, in few simple steps.

Step 1: Go to Side bar and choose Reports tab.

Step 2: Click on "+Report" button to add new report.

Step 3: Select report type and input required information.

Step 4: Click on "Calculate" button.

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