Help Center - Topic : Reportshttp://www.itcdataservices.com/support/CMPWFAQ/afmmain.aspxWelcome to our Help Center. Here you will quickly find answers to our most commonly asked questions.FAQ # 1222 : Hello I would like to know if there is a way for me to look over quotes for a certain zipcode? not a whole address just the zipcode area can you help me with that? http://www.itcdataservices.com/support/CMPWFAQ/?f=1222Mon, 29 Mar 2021 00:00:00 GMTFAQ # 789 : Basic Reports - Auto Excel Report DetailsExcel Auto Report Choices Expandedhttp://www.itcdataservices.com/support/CMPWFAQ/?f=789Thu, 20 Apr 2017 00:00:00 GMTFAQ # 744 : Basic Reports Training VideoBasic Reports Training Video Linkhttp://www.itcdataservices.com/support/CMPWFAQ/?f=744Mon, 13 Feb 2017 00:00:00 GMTFAQ # 688 : How to filter for multiple zip codes in Basic Reportsenter multiple zip codes in Basic Reportshttp://www.itcdataservices.com/support/CMPWFAQ/?f=688Thu, 08 Sep 2016 00:00:00 GMTFAQ # 599 : Basic Reports Access for Standard or Restricted UsersBasic Reports Access for Standard or Restricted Usershttp://www.itcdataservices.com/support/CMPWFAQ/?f=599Thu, 18 Feb 2016 00:00:00 GMTFAQ # 536 : Why would I make lead sources required?Why would you make lead sources required?http://www.itcdataservices.com/support/CMPWFAQ/?f=536Fri, 18 Sep 2015 00:00:00 GMTFAQ # 384 : How to Run a Closing Ratio ReportClosing Ratio Reporthttp://www.itcdataservices.com/support/CMPWFAQ/?f=384Mon, 17 Jun 2013 00:00:00 GMTFAQ # 376 : What is the Contact Methods Report?Tracking and monitoring quotes by contact methodhttp://www.itcdataservices.com/support/CMPWFAQ/?f=376Mon, 13 May 2013 00:00:00 GMTFAQ # 374 : How do I run a report on Contact Methods for quotes entered?contact methodhttp://www.itcdataservices.com/support/CMPWFAQ/?f=374Wed, 10 Apr 2013 00:00:00 GMTFAQ # 367 : How do I print out my reminder notes?http://www.itcdataservices.com/support/CMPWFAQ/?f=367Wed, 06 Mar 2013 00:00:00 GMTFAQ # 364 : How do I specify the number of notes included on each quote in the Notes Detail Report?http://www.itcdataservices.com/support/CMPWFAQ/?f=364Thu, 21 Feb 2013 00:00:00 GMTFAQ # 361 : How do I force bridged quotes to be marked bound automatically?http://www.itcdataservices.com/support/CMPWFAQ/?f=361Thu, 21 Feb 2013 00:00:00 GMTFAQ # 353 : What is the Lead Source Report and how do I run it?How to track lead sourceshttp://www.itcdataservices.com/support/CMPWFAQ/?f=353Tue, 05 Feb 2013 00:00:00 GMTFAQ # 352 : What is the Insurance Company Performance Report?How to monitor the quoting activity by insurance companyhttp://www.itcdataservices.com/support/CMPWFAQ/?f=352Tue, 05 Feb 2013 00:00:00 GMTFAQ # 351 : What is the Agency Overview ReportReports for monitoring your agency's performancehttp://www.itcdataservices.com/support/CMPWFAQ/?f=351Tue, 05 Feb 2013 00:00:00 GMTFAQ # 350 : What is the Locations Performance ReportHow do I monitor the performance of each of my locations?http://www.itcdataservices.com/support/CMPWFAQ/?f=350Tue, 05 Feb 2013 00:00:00 GMTFAQ # 349 : What is the Quotes Not Bound Report?How can I report on why we are loosing sales?http://www.itcdataservices.com/support/CMPWFAQ/?f=349Tue, 05 Feb 2013 00:00:00 GMTFAQ # 348 : What is the Closing Ratio Report?Learn how your producers, locations, insurance companies, lead sources, contact methods, and the agency overall is performinghttp://www.itcdataservices.com/support/CMPWFAQ/?f=348Tue, 05 Feb 2013 00:00:00 GMTFAQ # 347 : What is the Data Entry Quality Report?A detailed explanation of what a Data Quality Report ishttp://www.itcdataservices.com/support/CMPWFAQ/?f=347Tue, 05 Feb 2013 00:00:00 GMTFAQ # 329 : What is the difference between Quotes Entered and Quotes Modified?http://www.itcdataservices.com/support/CMPWFAQ/?f=329Wed, 14 Nov 2012 00:00:00 GMTFAQ # 292 : How do I export the Performance Reports?Detailed instructions on how to export the Performance Reports into various formatshttp://www.itcdataservices.com/support/CMPWFAQ/?f=292Thu, 05 Jul 2012 00:00:00 GMTFAQ # 291 : What Quote Analysis Reports are available?performance reports, quote analysis, limit analysishttp://www.itcdataservices.com/support/CMPWFAQ/?f=291Thu, 05 Jul 2012 00:00:00 GMTFAQ # 290 : What formats are available for the Performance Reports?A list of the various type of formats performance reports are available inhttp://www.itcdataservices.com/support/CMPWFAQ/?f=290Thu, 05 Jul 2012 00:00:00 GMTFAQ # 289 : What is the Overview Report?Description of the Overview Reportshttp://www.itcdataservices.com/support/CMPWFAQ/?f=289Thu, 05 Jul 2012 00:00:00 GMTFAQ # 288 : What is the Producers/Cust Serv Reps Performance Report?http://www.itcdataservices.com/support/CMPWFAQ/?f=288Thu, 05 Jul 2012 00:00:00 GMTFAQ # 234 : How do I run a report to determine the number of quotes by producer?http://www.itcdataservices.com/support/CMPWFAQ/?f=234Mon, 21 Feb 2011 00:00:00 GMTFAQ # 233 : How do I run a report on the number of policies bound by producer?http://www.itcdataservices.com/support/CMPWFAQ/?f=233Mon, 21 Feb 2011 00:00:00 GMTFAQ # 219 : What does Locations mean in the New User setup?http://www.itcdataservices.com/support/CMPWFAQ/?f=219Wed, 08 Dec 2010 00:00:00 GMTFAQ # 200 : Can I do a search of my quotes by an insureds Social Security Number?http://www.itcdataservices.com/support/CMPWFAQ/?f=200Thu, 30 Sep 2010 00:00:00 GMTFAQ # 95 : How do I get a Geographical map view of quotes saved or written?http://www.itcdataservices.com/support/CMPWFAQ/?f=95Wed, 03 Jun 2009 00:00:00 GMT