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Reports and Dashboards

View HTML Email Status Report

You can track any email that is sent out individually or as a Mass Email. To track emails from the Contact’s page, hover over the HTML Email Status link at the top of the page. To track an entire Mass Email o...

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View Bounced Contacts Report

You can see a list of bounced contacts from any email that is sent out individually or as a Mass Email through the CRM. To View a Report of Bounced Contacts: Click on the Contacts tab. Scroll down, tow...

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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 ...

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Create a Contacts Report

The CRM has many reports already built for you in the Reports section; however, you can also create your own Reports to view information about Contacts, Transactions, Tasks, etc.. To Create a Contacts Report i...

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Export a Report

To export a Report: Click on the Reports tab. Click on the desired Folder on the left. - The majority of the reports you will need are located in the Marketing and My Mortgage Reports folders. Click on ...

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Edit a Report

The CRM has many reports already built for you in the Reports section; however, you can edit any of these reports to better suit your needs as well as create your own Reports. To edit a Report in Lightning: ...

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View and Refresh Dashboards

There are three dashboards displayed on your home page. There is also a full list of Dashboards under the Dashboards tab. Refresh the dashboard whenever you view them to be sure they are running on the most rec...

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Schedule/Unschedule Report

The CRM has many reports already built for you in the Reports section. Some of these reports you may want to have emailed to you, or another user on a regular basis. You can schedule reports to be run and email...

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Create a Loan Report

NOTE: Your Loans tab may be named "Transactions/Properties" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client. Here is how to Create a Report (for Loans): Click on the Repo...

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Create a Contact/Loan Report

You can also create a report to include information from both the Contact page and the Loan page. NOTE: Your Loans tab may be named "Transactions/Properties" or "Opportunities" if you are a Jungo Lender App cli...

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