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

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

Export as CSV or Excel

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