KPIs at a Glance
Summary Reports and Customizable Dashboards allow stakeholders to see key agency metrics clearly at any time.
Automated reports delivered to your inbox ensure all of the information needed to make your agency successful is at your fingertips.
Easy Access to Info
Detail Reports provide data with intuitive filters so you can create reports, like marketing lists for sales, in mere minutes.
Save your filter settings and automatically have the data ready and waiting for you the next time that you need it.
Master Reports allow you to dive deep into all accessible data to make your agency a success through data-driven decisions.
With your ability to save filters, create custom charts and summary tables, and add those to your dashboard, you have the power to create the reports your agency needs.
Reporting & Analytics
We do the work for you with our out-of-the-box Summary Reports. With these dashboard style reports, you can view commonly requested information at a glance. These reports allow you to see KPIs automatically updated daily so you can easily stay on top of agency performance.
You need information at your fingertips in order to efficiently and effectively run an agency. Our "Detail Reports"were developed to meet those needs. With common filters on the left, details on the right, and quick links to create notes, tasks, and view the applicant's page, these reports aim to be a one stop shop for your day to day reporting needs.
Every agency is unique so we understand that our standard reports will not meet every agencies needs. To fill those gaps, our "Master Reports" allow you to sort and filter by any column available in the report. These filters can be as simple or complex as you need them in order to ensure that every agency can get the information that they need out of our system.
Use our "Master Reports" to create your own visualizations and summary tables; from tables with an unlimited number of groupings and sub-groupings to stacked bar charts and customizable gauges, you name it, you can make it with our user-friendly reporting tools!
Customize Your Dashboard
With our Dashboard feature, you can ensure that all of the information that matters most to you and your agency is at your fingertips. Choose from our library of 200+ visualizations, or use our Custom Charts feature to create your own, to ensure that you have all of the information you need to manage your agency effectively.