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Search Reports

Jungo has many reports already built for you in the Reports section.
 
To search for and run a Report:
  • Click on the Reports tab.
  • Click through the folders on the left or simply type a keyword of the report name into the search bar.
  • Or Click on the desired Folder on the left.
The majority of the reports you will need are located in the folders labeled Marketing Reports, My Mortgage (or Loan Reports if you are on a newer version)
  • Make sure the drop down menu on the right says All Folders.
  • Click on the Name of the Report you would like view.
  • This automatically runs the report, but you can always refresh by clicking the Run Report button on the left.

Watch the video below to learn how to search through the reports in your CRM:

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