This video is intended for all users at an agency with access to EZLynx master reports. Many times, EZLynx detail reports provide all the data that a user needs, but occasionally a user may want to summarize the data for more in-depth analysis. This is where our master reports come in. With master reports you […]

This video is intended for all users at an agency with access to EZLynx master reports. Master Reports are often used to add groups and sub-groups to better organize the data. Master reports are intended for users with a higher level of familiarity with how to group data within Excel spreadsheets, or other similar programs. […]

This video is intended for all users at an agency that can access Detail Report. EZLynx offers powerful reports to help users analyze their agency’s production. Detail Reports provide a preset table of data that can be modified using various report criteria filters. The majority of our reports fall into this category; other report types […]

This video is intended for all users at an agency that can access any EZLynx Report. EZLynx offers powerful reports to help users analyze their agency’s production. This tutorial shows users the basic functions of EZLynx reports, and explains the best method for choosing which report to run, in order to retrieve the desired data. […]

The customizable reporting Dashboard allows users to organize charts and tables from any report category all in one place. Each user’s Dashboard is made up of “panels”, which can be added, removed, rearranged, or renamed. Dashboards can also be configured to have one or many tabs with varying column layouts. Click here to open the […]

Would you like to email or mail a card to your prospects and customers on their special day? Simply run a birthday report to pull Applicant and Co-Applicant birthdates, emails and physical addresses. Click here to open the ” EZLynx Birthday Report Guide”.

Summary Reports provide key information at a glance, and include tools for getting the most from their data. Click here to open the “EZLynx Summary Reports Guide”.

Master Reports offer additional tools so that you can create customized reports for your agency. These tools include detailed filters, aggregates, grouping, sorting, paging, and chart creation. See each section below for more details. Click here to open the “EZLynx Master Reports Guide”.

Detail Reports provide a preset table of data that can be modified using various report criteria filters. The majority of our reports fall into this category; other report types include Summary Reports and Master Reports. Click here to open the “EZLynx Detail Reports Guide”.

These reports are tried and true; familiar to many EZLynx users because they have been available since we introduced the rater. We have a new look and navigation for most of our reports, but Legacy Reports have not changed…yet. This guide provides tips for running Legacy Reports. Click here to open the “EZLynx Legacy Reports […]