(Redtail) Standard Transaction Reports

  • Mar 4, 2024
  • Knowledge

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The Standard Transaction Reports accessible under Reports offer you several different ways of looking at your transactions data within Redtail CRM: 
 

transaction_reports.jpg


Below are links to more information about each of these Transaction Reports:


Transactions by Account


Transactions by Contact  
 

    Title
    (Redtail) Standard Transaction Reports
    URL Name
    Standard-Transaction-Reports
    CRM > Reports