Index:
How to create a Report
How to pull reports in excel.
How to create a query in Reports
How to create a Report
How to use ‘Reports’ to send push notifications/emails
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 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 messages. Below are steps on how to send push notifications and emails.
If you want to send a push notification individually:
Under ‘Report Type,’ select the ‘Users’ reports.
Search for the client under either the ‘Insureds Name’ or ‘Policy Number’ column.
Select the check box.
Click the ‘Send Message’ button.
Enter the ‘Subject’ of the message (this should be the title of the push notification).
Enter the ‘Body’ of the message (this should be the main content of the push notification).
Click the ‘Submit’ button.
Note: An 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 (e.g. by region, by city, by postal code, etc.)
How to Pull Reports in Excel
How to export a User Report
How to create a query in reports
Create Query How to create a query