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Reports (33 FAQs)

Top 10 FAQs For This Topic
	How do I force bridged quotes to be marked bound automatically?
	Basic Reports Access for Standard or Restricted Users Basic Reports Access for Standard or Restricted Users
	How do I export saved quotes to an Excel file? Basic Reports Excel export instructions.
	How do I export the Performance Reports? Detailed instructions on how to export the Performance Reports into various formats
	What is the Producers/Cust Serv Reps Performance Report?
	What Quote Analysis Reports are available? performance reports, quote analysis, limit analysis
	What formats are available for the Performance Reports? A list of the various type of formats performance reports are available in
	What is the Closing Ratio Report? Learn how your producers, locations, insurance companies, lead sources, contact methods, and the agency overall is performing
	What is the Overview Report? Description of the Overview Reports
	How do I run a report on the number of policies bound by producer?

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	How to filter for multiple zip codes in Basic Reports enter multiple zip codes in Basic Reports
	Basic Reports Access for Standard or Restricted Users Basic Reports Access for Standard or Restricted Users
	Why would I make lead sources required? Why would you make lead sources required?
	How to Run a Closing Ratio Report Closing Ratio Report
	What is the Contact Methods Report? Tracking and monitoring quotes by contact method
	How do I run a report on Contact Methods for quotes entered? contact method
	How do I print out my reminder notes?
	How do I specify the number of notes included on each quote in the Notes Detail Report?
	How do I force bridged quotes to be marked bound automatically?
	What is the Lead Source Report and how do I run it? How to track lead sources
	What is the Insurance Company Performance Report? How to monitor the quoting activity by insurance company
	What is the Agency Overview Report Reports for monitoring your agency's performance
	What is the Locations Performance Report How do I monitor the performance of each of my locations?
	What is the Quotes Not Bound Report? How can I report on why we are loosing sales?
	What is the Closing Ratio Report? Learn how your producers, locations, insurance companies, lead sources, contact methods, and the agency overall is performing
	What is the Data Entry Quality Report? A detailed explanation of what a Data Quality Report is
	What is the difference between Quotes Entered and Quotes Modified?
	How do I export the Performance Reports? Detailed instructions on how to export the Performance Reports into various formats
	What Quote Analysis Reports are available? performance reports, quote analysis, limit analysis
	What formats are available for the Performance Reports? A list of the various type of formats performance reports are available in
	What is the Overview Report? Description of the Overview Reports
	What is the Producers/Cust Serv Reps Performance Report?
	How do I run a report to determine the number of quotes by producer?
	How do I run a report on the number of policies bound by producer?
	What does Locations mean in the New User setup?
	Can I do a search of my quotes by an insureds Social Security Number?
	How do I get a Geographical map view of quotes saved or written?
	How do I export saved quotes to an Excel file? Basic Reports Excel export instructions.
	What kind of Basic Reports can I run? Basic Reports Descriptions
	Where do I go to run quote reports? Reports access and menu
	Can I restore a deleted quote?

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