We're excited to announce that Reports 5.0 Beta in Looker is now available to all users with Reporting Permissions!

Our Reports 5.0 Beta features new and improved capabilities for data visualization and reporting. Significant performance improvements also ensure faster report generation times. Streamlined drill through capabilities and increased columns of data allow for more efficient and in-depth analysis. Additionally, you can generate beautiful, professional-looking reports with improved PDF and CSV exports. These updates will help you generate more insightful reports, enabling better business decisions.

So, let's take some time now and discuss the benefits of our new reports in the new reporting platform in EZLynx.

TABLE OF CONTENTS

Faster, Sleeker, Better
Cleaner PDFs
More Usable CSV Exports
Saved Customized Reports
Favoriting Reports
Scheduled Reporting
Current List of Reports in Beta

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Faster, Sleeker, Better

Reports 5.0 Beta has been designed to perform faster, which means you can generate reports more quickly and access the information you need in a more efficient manner. We've put a lot of effort into making these reports look great and function better. You can now generate reports that are not only beautiful and professional-looking but also easy to use and understand.

We've made some big improvements to the data visualization capabilities of these reports, so you can now view your data in more intuitive and insightful ways. This should make it easier to identify trends and patterns that you might have otherwise missed. We've also increased the number of columns of data available for analysis, give you a more comprehensive view of your data. This means that you can perform more in-depth analysis and extract even more insights from your reports.

We've also added a new drill through feature to the reports, which allows you to access detailed information quickly and easily on individual invoices or bills. This feature streamlines the drill through process, allowing you to access more detailed information with just a few clicks.

Attention! - Total Premium is Total Written Premium not Total Annualized Premium.

Check out the table below to see the current refresh rates for each Report Category!

Report Category	Refresh Rate
Accounting	Every 60 Minutes
Activity	Every 4 Hours
Agency Management	Every 4 Hours
Applicant	Every 4 Hours
Book of Business	Every 4 Hours
Claims	Every 4 Hours
Commissions	Every 60 Minutes
Policy Management	Every 4 Hours
Quotes	Every 4 Hours
Retention Center	Every 2 Hours
Sales Center	Every 2 Hours
Underwriting	Every 4 Hours

Attention! - Between 9PM - 5AM CST, report refreshing is disabled. The reporting refresh rates resume after 5AM CST.

Cleaner PDFs

We've improved the PDF generation process, so you'll no longer have to worry about formatting issues when sharing reports with stakeholders. The reports now look cleaner and more polished.

More Usable CSV Exports

We've made improvements to the CSV exports, making them more user-friendly and easier to work with. You can now import data into other systems and perform further analysis without any data loss.

Saved Customized Reports

We've made improvements to the Saved Reports functionality. You can now save customized reports with your preferred settings and filters. This feature makes it easier to generate reports that meet your specific needs and preferences.

Favoriting Reports

Designed to streamline your reporting process, you can easily bookmark and access your most used reports. On a report you use often, select the heart icon next to the Report Name. This will automatically add the report to your Favorites page. You can even do this with your Saved Reports!

You can access your favorite reports by hovering over the Reports icon and selecting the Favorite Reports option. This will take you to the Favorite Reports page.

Scheduled Reporting

We've made improvements on the Reports Scheduler. You can now schedule reports to be generated automatically at specific intervals such as daily, weekly, or monthly. This feature saves you time and ensures that you always have the latest data at your fingertips.

Current List of Reports in Beta

While we are not currently taking anymore applications for this Beta, be on the lookout for future releases as we are actively working on adding more reports to the Beta! Check out the list below to see which reports are currently available in the Beta.

Category	Report	Description
Accounting	Aged Receivables	This allows you to track your customers that have open balances.
Accounting	Check Detail	See a detailed report of checks created for producers over a specific date range.
Accounting	Direct Bill Cash	Review the detail for the direct-bill payments within EZLynx that have been paid/unpaid to the carrier.
Accounting	Invoice Summary	Review postings for invoices within a date range.
Accounting	Payable Worklist	This allows you to track your payables that have not been added to checks.
Accounting	Production By Producer & Billing Company	Track your agency's production by producers or billing companies. Use this report to show employees their monthly production prior to payroll.
Accounting	Trial Balance	This sheds light on your assets, liabilities, income and expenses. Use this report to ensure the AMS balances to QuickBooks, and to get the general ledger line-item details.
Applicant	Applicant Detail	Full list of applicants within your organization so you can better target growth opportunities.
Applicant	Customer Demographics	Covering customer demographics and some policy statistics, this report provides a high-level visual representation of who your customers are.
Book of Business	Book of Business	A full list of the current status of all policies within your organization, including active and inactive policies.
Book of Business	Book of Business Summary	A graphical and tabular breakdown of the current status of all policies and their contributions to the total Book of Business.
Commission	Commission Detail	A full list of Commission Details that can help you tell whether statements have been approved and/or paid.
Commission	Commission Summary	A graphical and tabular representation of aggregations of commissions by statement.
Policy Transaction	Policy Transaction Detail	A full list of policy transactions to reveal high performers.
Policy Transaction	Policy Transaction Summary	A graphical and tabular summary of policy transactions to help you focus on driving new and returning business.
Retention Center	Renewal Detail	A full list of renewals found in Retention Center to help you retain your valuable customers.
Retention Center	Renewal Summary	A graphical and tabular summary of the renewals in Retention Center so you can monitor your customer churn.
Sales Center	Geographic Metrics	This report provides closing ratios for each line of business in every zip code that the agency has quoted.
Sales Center	Marketing Detail	This report provides closing ratios per Lead Source, Agency Cost per Lead, and ROI.
Sales Center	Prior Carrier Win/Loss	This report provides the prior carrier win/loss ratios to help agents identify which carriers they are most competitive with.
Underwriting	Underwriting Request Detail	A full list of underwriting requests and sort by Finalize and Bind stages to provide valuable insights.
Underwriting	Underwriting Request Summary	A graphical and tabular summary of the underwriting requests ensuring seamless coordination with your members.

We hope you are excited for this new feature and look forward to future releases! Check out our other Reporting Beta articles to learn how to master the new reports!

Reports 5.0 Beta