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I belong to Estate plan. But, why am I not able to create a custom report?

Modified on: Fri, 6 Mar, 2020 at 11:55 AM

Custom reports are part of the Estate’19 plan. If you belong to the Estate’17 plan (annual billing), you can choose to upgrade to Estate’19 plan for free. If you belong to Estate’17 plan (monthly billing), you can upgrade by paying an extra of $6/agent/month in addition to $59/agent/month.