Managing Reports In RP after Screening

Hi @Tracey Torain - Are you referring to in RP proper? Or in RE?

I've found the easiest way to access my data from RP is a query ‘Template’ that I set up in the RP Information Library. Before that, I was wrangling a Prospect List (switching & rearranging columns), then Exporting to do a little more editing in Excel. I'm happy to share more about it with you if that is what you are looking for.

Your RP/Wealth Analytics consultant would be a great source of insight on this topic, too. We love Steffanie, and I've had great work with Carol in the past, too!