We are excited to announce several new features coming soon to EZLynx Reporting. Certain package levels will be eligible to upgrade and receive these new reporting features. To find out if your current subscription is eligible, please contact your sales representative today about access to the following new features:
- Customizable Dashboards
- Drill Through Capabilities in all Summary Reports
- New Master Report Features including Crosstabs (i.e. Pivot Tables) and custom Formulas
- Report Scheduling
Our customizable Dashboard, first revealed at our AgentLynx User Conference, is coming soon! To access your Dashboard, hover over the reporting icon in the left-hand navigation and click the “My Dashboard” link at the top of the sidebar.
The Dashboard has a library of 200+ “panels” that we have already created for you! You can add these panels to your dashboard at the click of a button, then rearrange these, add tabs, if you can dream it, you can do it! You can even create your own panels using our Master Reports.
To create your own, custom, dashboard panels, simply navigate to any Master report, create your custom chart or summary table and click the Dashboard icon to add the panel to your Dashboard. This will make it available in your panel library and will also add it to the top left corner of your Dashboard. You can download our Dashboard Guide here.
Drill Through Capabilities in all Summary Reports
Have you ever taken a look at one of the Summary Reports and wanted to see more details? With our new Drill Through Reporting, available with our Advanced and Enterprise packages, all you need to do is click in any of the Summary Report charts or tables and more details will pop-up!
For those customers that are enabled for this feature, if I click on one of the bars in the Book of Business Summary report:
I can now see details on all of the policies that make up that bar:
How do I know if I have access to Drill Through?
It is hard to tell at first if you have access to Drill Through reporting, so we have added a disclaimer at the top of each Summary Report to let you know if the feature is currently available with a quick link to our Drill Through training document.
If you see the blue bar (above) on any of your summary reports, then you can click on any chart or table to see more details. If you do not see the bar above, contact your sales representative to learn more!
New Master Report Features
We have also added a few new and exciting features to our already power-packed Master Reports. The first is a new “Formulas” tab that will allow users to create their own, formula-generated column in the report.
This feature allows your data guru’s to add almost any SQL command into the formula box. The “Formula Help” link in the top right corner of this tab outlines all of the tools available.
Even more exciting, is the addition of “Crosstabs,” more commonly known as Pivot Tables. These tables allow you to have dynamic data in both the rows and the columns of the report. As you can see in the example below, you can see the number of Quotes by Line of Business and by the Year. Another commonly requested report that could be created this way is to see the number of Quotes by Agent and by Carrier.
The options are limitless! And as we mentioned before, once this table is set up, you can simply click the Dashboard icon to make this Crosstab table available to add to your custom Dashboard! You can download our Master Reports guide here.
Our last, but definitely not least, feature is report Emailing & Scheduling. This long awaited feature will be available soon for select package holders. These users now have the ability to email a report, set a future time to email a report or set up an automatic, reoccurring emailed reports. Simply click the clock icon to see the pop-up below.
You may also manage your existing scheduled reports by logging in to EZLynx, hovering over the reporting icon in the left navigation and selecting “Scheduled Report Management” from the sidebar. You can download our Report Emailing and Scheduling Guide here.