Analysis Engine - Creating Custom Reports
The Analysis Engine is a customized report (made by you) to analyze variables such as total app count to total premium, total autos in comparison to total fire, written premium vs issued premium, etc.
Compare other aspects of your agency like team member sales, sources, business types, and so much more!
Once you've created a custom report, try adding the Analysis Engine report to your email summaries!
2. Click on Reports
3. Click on Analysis Engine
4. Name Your Report
5. Select what you would like to track
6. Select your date filter and range.
7. Add additional tracking items if you'd like.
8. Click on Analyze Variables to view your data.
9. Choose between list/graph view.
10. Click Apply Filter to add custom tracking (such as team member)
11. Select a team member
12. When all analyzers and/or filters are selected, click Analyze Variables.
13. Click on Expand details to see more.
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