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


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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 CategoryRefresh Rate
AccountingEvery 60 Minutes
ActivityEvery 4 Hours
Agency ManagementEvery 4 Hours
ApplicantEvery 4 Hours
Book of BusinessEvery 4 Hours
ClaimsEvery 4 Hours
CommissionsEvery 60 Minutes
Policy ManagementEvery 4 Hours
QuotesEvery 4 Hours
Retention CenterEvery 2 Hours
Sales CenterEvery 2 Hours
UnderwritingEvery 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.


CategoryReportDescription
AccountingAged ReceivablesThis allows you to track your customers that have open balances. 
AccountingCheck DetailSee 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.
AccountingInvoice SummaryReview postings for invoices within a date range.
AccountingPayable Worklist
This allows you to track your payables that have not been added to checks.
AccountingProduction By Producer & Billing CompanyTrack your agency's production by producers or billing companies. Use this report to show employees their monthly production prior to payroll.
AccountingTrial BalanceThis 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. 
ApplicantApplicant DetailFull list of applicants within your organization so you can better target growth opportunities.
ApplicantCustomer DemographicsCovering customer demographics and some policy statistics, this report provides a high-level visual representation of who your customers are.
Book of BusinessBook of BusinessA full list of the current status of all policies within your organization, including active and inactive policies.
Book of BusinessBook of Business SummaryA graphical and tabular breakdown of the current status of all policies and their contributions to the total Book of Business.
CommissionCommission DetailA full list of Commission Details that can help you tell whether statements have been approved and/or paid.
CommissionCommission SummaryA graphical and tabular representation of aggregations of commissions by statement.
Policy TransactionPolicy Transaction DetailA full list of policy transactions to reveal high performers.
Policy TransactionPolicy Transaction SummaryA graphical and tabular summary of policy transactions to help you focus on driving new and returning business.
Retention CenterRenewal DetailA full list of renewals found in Retention Center to help you retain your valuable customers.
Retention CenterRenewal SummaryA graphical and tabular summary of the renewals in Retention Center so you can monitor your customer churn.
Sales CenterGeographic MetricsThis report provides closing ratios for each line of business in every zip code that the agency has quoted.
Sales CenterMarketing DetailThis report provides closing ratios per Lead Source, Agency Cost per Lead, and ROI.
Sales CenterPrior Carrier Win/LossThis report provides the prior carrier win/loss ratios to help agents identify which carriers they are most competitive with.
UnderwritingUnderwriting Request DetailA full list of underwriting requests and sort by Finalize and Bind stages to provide valuable insights.
UnderwritingUnderwriting Request SummaryA 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!