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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...
Thu, 18 Jun, 2026 at 4:24 PM
Reports 5.0 - Which Reports are available?
Requirements:  This article is only for users with access to the Reporting feature. All EZLynx users with Reporting permissions have access to the ne...
Wed, 20 May, 2026 at 2:55 PM
Transitioning to Reports 5.0: Frequently Asked Questions
Moving to Reports 5.0? You're likely to have a few questions along the way — that's normal with any platform change. Where did a familiar report go?...
Thu, 9 Jul, 2026 at 4:36 PM
Reports 5.0: What Changed in Your Default Columns
If you run reports regularly, you're about to notice some differences — new columns, a couple of renamed fields, and a handful of columns that have move...
Thu, 9 Jul, 2026 at 5:47 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...
Thu, 18 Jun, 2026 at 4:56 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...
Tue, 19 May, 2026 at 12:34 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
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