Description – Create and schedule account reports to run and download at any point in time.
Use Case – Save and schedule customized reports on your InsuredMine portal
- Navigate to Accounts and select the Setting option from the top-right corner.
- Click on Save as Report.
- Enter the Report Name
- InsuredMine will auto-populate the logged-in agent’s email address under Recipient. You may add other email addresses under Additional Recipient.
- Click on Save.
- An email will be sent from InsuredMine. Click on Open Report and you will be redirected to the Book of Business under the report module.
- To view this report, navigate to the Saved Reports tab.
- Click on Schedule to set the time and day to auto-run this report.
- You can choose your preferred time to run the report and click on Save.
- You may edit an existing report by clicking on Schedule.
- Click on Edit to reschedule the report day and time.