Status Reports

You can create custom status reports for all quoting activity filtered for date(s), producers, Lead Sources, and/or client status. Choose New Report on the File Menu, make your choices, and click OK To save the choices for future use, choose Save Report an the File Menu.

To open a report using previously saved choices, choose Open Report on the File Menu.

To get the maximum benefit from this feature, make sure that all producers have their Producer Name in their default settings and are choosing the lead source and client status for all quotes.

You can add custom lead sources by opening a Report and choosing Add New Lead Source on the File Menu.