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Edit estate overview report

Modify estate-wide reporting content.

Jon Lee avatar
Written by Jon Lee
Updated over 3 months ago

The Estate Overview Report provides a complete summary of your entire estate and serves as the top-level reporting structure.

It cannot be modified, and all sales groups automatically report to it.

  • The Estate Overview Report includes data from the entire estate.

  • It cannot be edited or customized.

  • All sales groups are linked to and report under this overview.

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