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How Can I Pull Reporting for My Team?

You’ll use the “Reports” tab on the left side of The Sales Bar. 

One of the quickest reports is the “Team” report that is on the right side of the reports screen. 

You’ll be able to click on “Course & Users” to view who on the team has completed which courses. 

There’s a complete video on pulling and scheduling the reports HERE. Make sure you’re logged into The Sales Bar to watch the video.

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