102 - Advanced/Specific Reports
This folder contains the help articles about how to run specific or common reports for day to day use.
EZLynx has updated its Reporting feature to be geared towards providing a simple and user-friendly experience while having a more consistent look and improv...
Thu, 9 Mar, 2023 at 5:43 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 improv...
Thu, 9 Mar, 2023 at 5:43 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 improv...
Thu, 9 Mar, 2023 at 5:45 PM
Commission reports pull all of their data from the commissions statements recorded in EZLynx. Once all of your agency's carrier commission statements a...
Thu, 4 Apr, 2024 at 4:01 PM
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
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
In this article, we will cover how to run a report to check for late payments. We'll use a very specific date range example (61 to 90 days after a quart...
Mon, 17 Feb, 2025 at 5:18 PM
In this article, we will cover how to build a commission report that shows you home much commission a producer makes based on policy type (Personal vs. Comm...
Mon, 17 Feb, 2025 at 5:57 PM