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My Business: Partner Status Report available in real time

Until now, our Partners received their revenue report as a PDF in a monthly email. This has now been replaced by a dynamic report that is available at any time, right in My Business.  

What you can expect: 

  • Easy access: Partner contacts with administrator access rights will now see an additional link in the My Business sidebar. This link provides direct access to the individual Partner status report. Please check promptly to ensure that only employees who should have access to the revenue report are part of the “Administration” team. 
  • Real-time data: Rather than waiting for a monthly PDF update, you now get data that is updated daily. 
  • Create reports at the ADP group level: You’ll get comprehensive insights with reports that include data from multiple locations, rather than being limited to individual locations. 
  • Flexible filter options: Customize your view by filtering data for one or more accounts to make your reports more helpful and relevant.
The overview can be found on the DocuWare website under My Business (https://mybusiness.docuware.com/) → Customers and Prospects → Show All→ Partner Status Report 

 

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