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FAQ ID # 289
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| Description of the Overview Reports Last Update : 2013/05/17 Rating : Not Rated |
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| Question / Issue |
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| What is the Overview Report? |
| Answer / Solution |
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The Overview Reports provide a complete overview of the quoting and/or binding activity by the following categories:
It provides information for analysis involving how many quotes have been done by each category. The results can be displayed in either a bar graph, pie graph or a data graph. In addition, this information can be exported (in data graph mode) to a PDF, Excel or CVS file. Note: Only Agency and Location Administrators have access to Peformance Reports. Location Administrators will only see quote activity for the locations they are assigned to. |
| Related FAQs | |
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What is the Producers/Cust Serv Reps Performance Report? |
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What formats are available for the Performance Reports? A list of the various type of formats performance reports are available in |
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What Quote Analysis Reports are available? performance reports, quote analysis, limit analysis |
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How do I export the Performance Reports? Detailed instructions on how to export the Performance Reports into various formats |
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What is the Locations Performance Report How do I monitor the performance of each of my locations? |
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What is the Agency Overview Report Reports for monitoring your agency's performance |
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What is the Insurance Company Performance Report? How to monitor the quoting activity by insurance company |
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What is the Lead Source Report and how do I run it? How to track lead sources |
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What is the Contact Methods Report? Tracking and monitoring quotes by contact method |
| Direct Link to This FAQ |
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| http://www.itcdataservices.com/support/CMPWFAQ/?f=289 |
| Tags |
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| perfomance report, overview report |
