What the report library covers
Reporting reads from the same records the rest of the platform maintains, so the numbers on the page are the numbers in the system.
Accounting Reports
The accounting side of the library reads from the built-in general ledger, so the financial reports match the books they came from, without an export in between.
Management & Production Reports
Management and production reporting runs on the same records the agency works in, covering the operational side of the book alongside the financial one.
PDF, Excel, and HTML Export
Every report in the library exports to PDF, Excel, and HTML: PDF for distribution, Excel for working the numbers, HTML for reading in the browser.
Reporting Across the Structure
Reports run across branch offices, subsidiary agencies, and distinct books of business, under the same login the rest of the platform uses.
Standard reports from live data
The library ships with the platform: accounting reports drawn from the built-in ledger, and management and production reports drawn from the policy records. A report is a view of the system as it stands, not a reconstruction from last month’s export.
Each report exports to PDF, Excel, and HTML, so the same run serves the partners’ meeting, the accountant’s workpapers, and the browser.
Receivables aging
Accounting
Production by line of business
Production
Policy expirations
Management
Commission summary
Accounting
Book of business by branch
Management
Reporting across the whole structure
A firm with branch offices, subsidiary agencies, and separate books of business reports on all of them from the same library, under the same login, because they already live in the same system.
Standard reports in the library
200+Export formats for every report
3Branches, subsidiaries, and books covered
Unlimited