Outbound Funds Module Reporting

Learn which reports are available with Outbound Funds Module and how to set up a kanban list view to easily visualize your work.

• Out of the Box Reports
  Learn which reports are available with Outbound Funds Module and how to access them.
• Create a Kanban View
  A Kanban list view is a helpful visual summary of records. It's a great way to visualize items in progress and allows you to monitor work more effectively. Update a record's status by dragging and dropping records from one column to another.