| Question / Issue |
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| How can I create customized reports? |
| Answer / Solution |
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- At the Agency Tools menu, select Custom Reports.
- Choose a report type:
- Agent - agent performance.
- Company - company performance, like the amount of business written with each company.
- Policy Type - groups information by policy type.
- Payments - payments received or checks written.
- Click Next.
- Select a detail level:
- Summarized - pulls sums or percentages of premiums, commissions or agency fees.
- Detailed - detailed information about each policy.
- Click Next.
- Choose fields to include by highlighting one in box on left, then click Add.
- Order the fields by highlighting one and using the Move Up or Move Down buttons.
- Click Next.
- Select any of these options:
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For a detailed report, include policies based on date created, sold, expired, or cancelled, sort records by a specific field.
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For a summary report, include policies that were created or sold between specific dates.
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Depending on report type (Agent, Company or Policy), generate for all or one agent, company or policy type.
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You can also pull data for one specific location.
- Click Start to view the report.
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FAQ ID # 70
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