EZLynx

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Reports 5.0

This folder contains all the articles that pertain to the new EZLynx Reports 5.0 system. Check it out everything you need to know for the new Reporting system!

Reports 5.0 - Benefits and What to do to Prepare
We're excited to announce that Reports 5.0 in Looker is now available to all users with Reporting Permissions! Our Reports 5.0 features new and impr...
Wed, 22 Apr, 2026 at 5:07 PM
How to use Reports 5.0
We're excited to announce that Reports 5.0 in Looker is now available for all existing users with reporting permissions!  Our Reports 5.0 features n...
Wed, 22 Apr, 2026 at 4:51 PM
Saving and Applying Custom Filter Sets for Reports 5.0
We're thrilled to highlight a significant feature this release for Reports - the enhanced management and customization of filter sets. This update revol...
Thu, 6 Nov, 2025 at 1:55 PM
Reports 5.0 New Roles
We're thrilled to share our latest EZLynx Reports update with you! It's all about making your work smoother by giving different users just what they...
Thu, 6 Nov, 2025 at 1:59 PM
Reports 5.0 Pro Training Videos
Requirements:  These videos only work for users with the Reports 5.0 Pro product. With Reports 5.0 Pro, you can customize the reporting dashboards ev...
Thu, 15 Jan, 2026 at 6:43 PM
Reports 5.0 - Sharing Reports with Pro
With this release, we are excited to announce the new enhancements to Report sharing in EZLynx, making it easier than ever to distribute reports efficiently...
Thu, 6 Nov, 2025 at 1:59 PM
Reports Pro - Customizing Visualizations and Filters
We're excited to announce we’ve added the ability to customize the reporting dashboards for those who purchase Reports Pro! With this new feature, you n...
Thu, 6 Nov, 2025 at 1:58 PM
Policy Coverage Reports
We’re excited to announce Policy Coverage Reports to the Reports 5.0 Beta with four new report options: Auto Personal Summary Auto Commercial Summary Ho...
Fri, 3 Oct, 2025 at 2:46 PM
Account Concentration Report based on Direct Bill Commissions
In this article, we will cover how to build a report to find your ten largest accounts based on direct bill commissions for the last fiscal year. This repor...
Mon, 17 Feb, 2025 at 5:51 PM
Billing Type Commission Split (Direct Bill vs. Agency Bill)
In this training article, we will cover how to build a report to find your percentage of Direct Bill vs Agency Bill Commission for the last fiscal year. Thi...
Mon, 17 Feb, 2025 at 4:17 PM