Page Comparison

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• How to use ‘Reports’ to send push notifications/emails emails.

• How to filter specific reports (exe.g. By by region, by city, by postal code etccode, etc.) 

• How to pull reports in excel excel.

• How to Filter reports reports.

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If you are a Broker Admin or have been given the proper permissions to send push notifications, you will be able to do so from the reports Reports section. A push notification can be sent to a ‘User’ individually or to a large group of users. Using the push notification feature is a great way to communicate with clients quickly and track if they have read your messagemessages. Below are the instructions steps on how to do sosend push notifications and emails.  

If you want to send a push notification individually: 

1. Under ‘Report Type’ Type,’ select the ‘Users’ reports. 

2. Search for the client under either the ‘Insureds Name’ or ‘Policy Number’ column. 

3. Select the check box  box.

4. Click the ‘Send Message’ button button.

5. Enter the ‘Subject’ of the message (this should be the title of the push notification) .

6. Enter the ‘Body’ of the message (this should be the main content of the push notification) .

7. Click the ‘Submit’ button.  

Note: An Email email and push notification will be sent to the client. If the client has their push notifications turned off, the client will still receive an email.  

How to filter specific reports (ex. By Filter Specific Reports (e.g. by region, by city, by postal code etccode, etc.) 

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How to Filter reports Reports