Client by Application Report helps to generate reports of specific information about clients' applications. Different filters like Application Stage, Application Status, Workflow, Partner, Product, and Workflow can be applied to generate the report.
Steps to Generate Report of the Client by Application
Step 1: Select Report from the dashboard
Step 2: Select Client by Application from the dropdown.
Step 3: Select Add New Filter and select the required filter from the drop-down
Note: The frequently used filter can be saved for later use.
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