InsuredMine CRM | Optimize and Grow Your Insurance Agency

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.

 

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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