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SmartOffice Reports
by Zinnia Tech Solutions LLCMicrosoft 365Price not published
Run SmartOffice Dynamic Reports in Excel and import the results into worksheets.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Runs SmartOffice Dynamic Reports directly from Excel and imports the results into an Excel worksheet. Reports can be found through an Excel search box, and frequently used reports can be marked as favorites. Report data can then be sorted, manipulated, and analyzed in Excel. A SmartOffice license is required.
Key capabilities
from the Microsoft Marketplace listingRun Dynamic Reports
Runs SmartOffice Dynamic Reports directly from Excel.
Search Reports
Provides an Excel search box for finding SmartOffice reports.
Favorite Reports
Marks frequently used reports as favorites for later access.
Import Results
Imports report results into an Excel worksheet.
Analyze Report Data
Supports sorting, manipulating, and analyzing imported report data with Excel.
Who it's for
Insurance agents and financial advisors.
In the catalog
446 plugins in Excel · Analytics
Price distribution: 8 free, 17 freemium, 142 paid, 279 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«h4 { font-size:16.0pt; font-family:"Times New Roman",serif; } p { font-size:12.0pt; font-family:"Times New Roman",serif; } SmartOffice, powered by Zinnia, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients …»
Official marketplace listing
Marketplace
Publisher
Zinnia Tech Solutions LLC
Updated on marketplace
Facts verified