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Reporting and Analytics

101 - Reporting Basics 2

How to Navigate Reports
Reporting - Agency Performance Pulse Tracking

102 - Advanced/Specific Reports 8

Reports - Applicant Detail Report
Reports - Book of Business Detail Report
Reports - Inactive & Unknown Policies Report
Commissions By Producer Report
Account Concentration Report based on Direct Bill Commissions

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Reporting FAQs, Tips, Tricks, & Fixes 3

Not Receiving Daily, Weekly or Monthly Email Reports?
Reports - Bug Fixes and Enhancements
OLD REPORTS - Commissions 1.0 Links