Reporting

Use this on-demand training guide to understand:

Running Reports

Accounting Reports: This includes General, Vendor Accounts Payable, Agency Bill, Bank, Commissions, and Financial reports. You’ll learn the optimal times to run these reports, understand the data they contain, and discover how to effectively utilize them.
Advanced Reports: This covers the Book of Business, Client, Download, Retention, General Accounting, Invoicing, Sales, Commission, and Financial reports. You’ll learn when to generate these reports, comprehend the included information, and learn how to apply them effectively.

Report Scheduler

Navigating the Scheduler: Gain a comprehensive understanding of the report scheduler, including how to access and navigate it.
Report Scheduling: Learn how to schedule reports to be sent out based on a selected recurrence pattern. This could be once, daily, weekly, monthly, or annually.

Book of Business Dashboard

Overview and Sections Available: Learn how to use the data and charts available on the Book of Business dashboard.

Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
Support Articles: Designed to answer workflow questions by providing step-by-step instructions.

Use this section for learning how to run reports, send reports through the report scheduler and use the information available on the Book of Business dashboard.