FINTRAC Reports - Short Descriptions

FINTRAC Reports

FINTRAC – Business Relationship Report

Displays a list of transactions that could show a contact with potentially more than one business relationship the in the selected period.

FINTRAC – Deals Report

Previously named: Deals Report (in FINTRAC module)
Displays an Excel file that shows deal and closed deal details including buyer, seller and agent names for a selected period.

FINTRAC – Questions Report

Displays a list of answers, sorted by questions, for a selected period.