EverBright's reporting feature allows you to generate table reports and extract data for offline use. Five types of reports can be generated:
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Credit Applications Report
Legal Contact Name: this is the legal contact submitted at the time of credit application/qualification, as opposed to the site contact that can be found in e.g. the Milestone report.
Quote status for job: status for the farthest along quote & workflow associated with the site
Quote count: total number of signed quotes for the site
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Any questions? Please email support@goeverbright.io com.