FAQ ID # 289
Description of the Overview Reports
Last Update : 2013/05/17
Rating : Not Rated
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Question / Issue
What is the Overview Report?

Answer / Solution

The Overview Reports provide a complete overview of the quoting and/or binding activity by the following categories:

  • Producers / Cust Serv Reps
  • Locations
  • Agency Overall
  • Insurance Companies
  • Lead Sources
  • Contact Methods

It provides information for analysis involving how many quotes have been done by each category.

The results can be displayed in either a bar graph, pie graph or a data graph.

In addition, this information can be exported (in data graph mode) to a PDF, Excel or CVS file.

Note:  Only Agency and Location Administrators have access to Peformance Reports.  Location Administrators will only see quote activity for the locations they are assigned to.

Related FAQs
What is the Producers/Cust Serv Reps Performance Report?
What formats are available for the Performance Reports?
A list of the various type of formats performance reports are available in
What Quote Analysis Reports are available?
performance reports, quote analysis, limit analysis
How do I export the Performance Reports?
Detailed instructions on how to export the Performance Reports into various formats
What is the Locations Performance Report
How do I monitor the performance of each of my locations?
What is the Agency Overview Report
Reports for monitoring your agency's performance
What is the Insurance Company Performance Report?
How to monitor the quoting activity by insurance company
What is the Lead Source Report and how do I run it?
How to track lead sources
What is the Contact Methods Report?
Tracking and monitoring quotes by contact method

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perfomance report, overview report

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