Reporting

This 13-minute, pre-recorded training webinar is for agency owners/principals and admins of Agency Matrix. After this webinar, you'll be able to...

  • Pull commonly used reports
  • Schedule reports
  • Configure blasting

 

To view the Agency Matrix training library, click here. If you have questions about this or our other training webinars, please join our live Q&A webinar. Click here to see upcoming dates and times. 

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User Training

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Basic Accounting
Basic Accounting

Click to learn how to use the basic accounting functions in Agency Matrix.