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- Client: Retention
Gerber Databox - Phone Reports
Phone Reports
- Open Gerber Reporting
- Look for Week of (Date of the week MM.DD.YYYY) Phone Report
- Open with as Google sheet
- Delete Headers
- Delete Totals (we won't be needing, it would mess up our reporting; including Grand Total)
- Insert a colum from left before copying and pasting
- Paste it on Gerber Databox - Phone Reports
- Drag down the last code until the bottom (please watch the video for proper guidance) Gerber Insurance - Databox Phone Report