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 Book of Business Detail report enables you to take a look at your current book of business filtered by Agent, Master Company, Line of Business and more. 


If you are interested in our Reporting feature, please email sales@ezlynx.com 

Available Filter Options


Filter NameFilter Function
Assigned AgentWhich Agent is assigned to the applicant / Found on the Lead Info tab of an applicant
BranchWhich Agency's data to show on the report / The Agency is determined by the Assigned Agent on the Lead Info tab of an applicant
Line of BusinessLine of business of a policy / This can be found on the policy under the Policies tab of an applicant
Master CompanyMaster company of a policy / This can be found on the policy under the Policies tab of an applicant
Policy TermTerm of a policy / This can be found on the policy under the Policies tab of an applicant
Policy TypeWhether or not the policy is personal or commercial / This is determined by the line of the business on the policy under the Policies tab of an applicant

Navigating the New Book of Business Detail Report


FeatureFunction
1. Report NavigationPage through the report as well as zoom in or out for a better view
2. Export and PrintExport the report to your computer or print the report in a PDF format
3. Search ReportSearch the report for a specific of information such as an account's name
4. Filter OptionFilters available that will allow you to change the data seen on the report
5. View ReportRefreshes the report to apply the filters chosen from the Filter Options
6. Minimize FiltersHide the filters for a better view of the report
7. ReportReport based on the filters chosen from the Filter Options
8. SortSort 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.