This button will take you to the Reporting Section of the Platform

You will see the overview of active clients, policies placed, quote vs written, commission/fees, GWP, revenue and other business information.

These reports can be done on a monthly basis.

There is also a section for common reports for policies, brokers, clients, carriers and claims if you would like to get some more specific data/information.

Under the common reports there is the facility to export, show subtotals and view certain columns.

There are two choices for export files

Selecting the Export as Excel will send an Excel Spreadsheet to your desktop.

Under the Carriers Report there is the option to have a report between a specific set of dates or by various dates -

Click on the date range that you want - a few blue circles will show and then the data requested will be on the page.