Master Report – Add Created Date, Won/Lost date, Premium range, Credit agent filter

Arshad Hussain — Mon, 25 Aug 2025 09:15:47 +0000

We have introduced a new enhancement in the Pipeline Dashboard Master Report with the addition of four new filters: Created Date, Won/Lost Date, Premium Range, and Credit Agent. This update provides greater flexibility, clarity, and precision in analyzing and managing your data.

Use Case: Using the new filters (Created Date, Won/Lost Date, Premium Range, and Credit Agent), Agent/ Admin can quickly narrow down reports, gain precise insights, and make informed business decisions without manually sorting through all pipeline data.

To View the Enhancement:

Navigate to the Dashboard
From the dropdrown, select Pipeline Dashboard

In the Pipeline Dashboard, select Master Report.

From the Filter Dropdown Select the newly added filter( Created Date, Won/Lost Date, Premium Range, and Credit Agent)

You can also select multiple filters by clicking Add Filter, as shown below.

Fill in the required details and click Apply.

After clicking Apply, you can view the data based on the selected filters, as shown below.

The post Master Report – Add Created Date, Won/Lost date, Premium range, Credit agent filter appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Schedule Report – Master Report

Arshad Hussain — Sat, 23 Aug 2025 09:02:11 +0000

We have introduced a new enhancement in the Pipeline Dashboard under the Master

Report that allows you to filter reports by pipeline name.

This feature helps you to quickly narrow down data, access and manage saved reports with ease, view and share them anytime, download filtered reports for offline use, and schedule reports for automated delivery at your preferred time.

Use Case: Easily access relevant pipeline data by filtering and saving reports, then download or schedule them for automated sharing with your team—saving time, effort, and improving efficiency.

To View the Enhancement:

Navigate to the Dashboard
From the dropdown click on Pipeline Dashboard

You will be redirected to Pipeline Dashboard Page.

From the dropdown, select your preferred Pipeline Name for the report you want to save.

Click on the Save to Reports icon.

The Save Report Pop up will appear
Enter a Report Name of your choice(Mandatory)
Add Additional Recipients, or leave it blank to send it only to the logged -in- agent
Click on Save

After clicking on Save a success pop-up will come

To View your Saved Reports:

Navigate to Reports
Click on Saved Reports

You will be redirected to the saved Reports page.

From here, you can Download, Share, Schedule, Run, or Delete your Master Report from saved Reports.

Note: You can also access this enhancement directly from Pipeline via the Deal Charts option.

The post Schedule Report – Master Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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Master Report – Add Created Date, Won/Lost date, Premium range, Credit agent filter

Schedule Report – Master Report