Sync Tracker Analytics Counts
You can now track the number of failed syncs for accounts, contacts, policies, tasks, notes, activities, files, emails, SMS, and calls. Note: Please note that
Specific Reports
All information about Specific Reports
AMS sync tracker error for all agencies in Reports
This sync tracker feature within the reports module is designed to seamlessly track and manage the synchronization of data across various agencies. In the event
Accessibility improvements made to Activity Reports
Update – Added Search, Download, and Save as report features under Activity reports Use case – Easier to view, download, and share reports for analytics.
Filter by Policy Status in Book of Business Report
You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only. To view the enhancement:
Policy per new account Report
Description – See the number of policies associated with an account in the report module. Use case – Easy navigation of Accounts having policies mapped
Policy Transaction Report
In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in
Policy Status report in Time Series
In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the
Agent Usage Report
A comprehensive report detailing agent logins, actions, views, and time spent by each agent can be viewed. Use Case: Enables admin to monitor agent productivity
