Management Reports
To access the Management Reports, go to the Accounting menu and select Management Reports. A sub-menu will all available reports will appear. Click on the report you would like to run.
Some of the most commonly requested management reports are as follows:
New Business Production: This report will run a list of all new business that has been entered, based on the criteria you select.
Expirations/Renewals: This report will give you a list of all policies for the date range, company, producer and policy type you select.
Book of Business: This report will give you the total number of polices you have with a particular company, as well as, the premium totals.
Transaction Activity By User: This report allows you to view all transactions that have been inputted by a particular user with dates and times.
Diary/Notes/Letters/E-mail: This report allows you to run a master list of all diaries, notes, letters and e-mails for a particular user.
Again, these are the most commonly used Management Reports. There are several other reports you have the ability to run at any time, from the Management Reports sub-menu. These reports are self explanatory and very easy to run. Just click on the report you would like to run and follow the instructions on the screen.