activity report Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 22 Jan 2025 08:55:34 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico activity report Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Overall activities analytics https://www.insuredmine.com/knowledge-base/overall-activities-analytics/ Wed, 18 Oct 2023 11:22:50 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=32829 This enhancement is in the reporting system, specifically in the Activity Reports section. With this latest update, we have introduced the “All” option. Previously, users had to navigate through separate tabs for Notes, Files, Emails, Calendar events, Texts, Tasks, Calls, and eSignatures to access specific information. With the introduction of the “All” option, you can […]

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This enhancement is in the reporting system, specifically in the Activity Reports section. With this latest update, we have introduced the “All” option. Previously, users had to navigate through separate tabs for Notes, Files, Emails, Calendar events, Texts, Tasks, Calls, and eSignatures to access specific information. With the introduction of the “All” option, you can now conveniently access all these details in one unified tab.

Navigation:

  1. To access this feature, first, navigate to the reports section.
  2. Then, click on “Activity Reports” to explore the comprehensive “All” tab.

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]]> Accessibility improvements made to Activity Reports https://www.insuredmine.com/knowledge-base/accessibility-improvements-made-to-activity-reports/ Fri, 30 Jun 2023 07:47:47 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23879 Update – Added Search, Download, and Save as report features under Activity reports Use case – Easier to view, download, and share reports for analytics.   Process: Navigate to Reports and click on the Activity Reports tab. Now choose the agent Use the Search bar to search for a contact The Download button will send […]

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]]> Update – Added Search, Download, and Save as report features under Activity reports

Use case – Easier to view, download, and share reports for analytics.

 

Process:

  • Navigate to Reports and click on the Activity Reports tab.

  • Now choose the agent
  • Use the Search bar to search for a contact

  • The Download button will send an email to the Login email address.

  • Click on the Download button to download the excel report

  • Click on Save Report and enter the report name. 

  • Click on Save, and the report will be available under the Saved Reports section.

 

 

 

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]]> eSignature Activity Report https://www.insuredmine.com/knowledge-base/esignature-activity-report/ Mon, 19 Jun 2023 07:39:21 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23776 The Reports section now has an added activity detail for eSignatures  Use Case- View the report on the number and check the status of each signature document created by each agent To View the Enhancement: Navigate to the Reports section at the bottom of the left panel. Click on Activity Reports and choose eSignature to […]

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The Reports section now has an added activity detail for eSignatures 

Use Case- View the report on the number and check the status of each signature document created by each agent

To View the Enhancement:

  • Navigate to the Reports section at the bottom of the left panel.
  • Click on Activity Reports and choose eSignature to view the complete report on eSignatures created.
  • Select the custom date range.
  • Data reports based on E-sign will be displayed.

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