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Dashboard Reports

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Report Name

Account Balance by Status

Account Holder Churn

Adjustments by CSR

Balance Aging

Collections Over Time

Current Accounts by Master Plan

Current Accounts by Promo Code

Monthly Revenue by Service Type

MTD Totals by Transaction Type

New Accounts

Recent Coupon Redemption

Recent Large Adjustments

Recent Plan Activity

Revenue Over Time

Revenue Performance

Sessions by CSR

YTD Totals by Transaction Type


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