Modified on: Wed, 25 Aug, 2021 at 4:52 PM
EZLynx has updated its Reporting feature to be geared towards providing a simple and user-friendly experience while having a more consistent look and improved functionality. The Applicant Detail report is a list of all applicants based on their type as well as several other key metrics.
If you are interested in our Reporting feature, please email email@example.com
Available Filter Options
|Filter Name||Filter Function|
|Account Type||Whether the applicant is a Commercial or Personal applicant / Determined when creating the applicant|
|Applicant Type||Whether the applicant is Active, Inactive, Prospect/Lead, or Unknown / Found on the Details tab of an applicant|
|Assigned Agent||Which Agent is assigned to the applicant / Found on the Lead Info tab of an applicant|
|Branch||Which Agency's data to show on the report / The Agency is determined by the Assigned Agent on the Lead Info tab of an applicant|
|Relation||Whether the applicant is the Insured (Primary Applicant) or the Co-Applicant / This can be found on the Details tab of an applicant|
Navigating the New Applicant Detail Report
|8. Sort||Sort A-Z or Z-A on the column in question|
Best Workflow Practice
1. Use the drop-downs to choose the filters needed to pull the specific data you are looking for.
2. Apply the filters by clicking the View Report button.
3. Page through the data to confirm it is what you are looking for.
4. Use either the Export feature to export the report onto your computer, or use the Print feature to print the report as a PDF.
Did you find it helpful?Send feedback