The following reports will help you track and analyze your agency's business.
Double-click on any report entry to open the associated client in your HawkSoft desktop application.
Agency Intelligence
Agency Intelligence provides access to several predefined reports which track Key Performance Indicators (KPIs). The data is displayed in a table, as well as in pie and bar charts where applicable, making it easy for you to measure and evaluate your agency's overall performance.Each report includes a snapshot of your current book of business. Some of the reports also enable you to review historical trends for a high-level analysis of how your agency has performed over time.
Sales & Retention
Sales and Retention provides access to several predefined reports which include sales pipeline and renewal data. These metrics are based on your agency's customer and policy data that currently exists in HawkSoft. The data is displayed in a table, as well as in pie and bar charts where applicable, making it easy for you to evaluate your agency's sales performance and take action on upcoming renewals.
Quick Reports
HawkSoft comes with a variety of Quick Reports to help you measure the status and health of your agency. This includes reports on your clients, policies, people, client tags and claims. The data is displayed in a table, with flexible display options, making it easy for you to show only the data you need.
Activity Report
You can run an Activity Report to review the number of actions and type of actions your agency users completed on all clients and policies within a specific date range. You can also run an Activity Report on your agency’s Activity Tags to review common tags that your staff is applying to log notes. Activity Reports enable you to easily monitor your users' completed actions and productivity on clients, policies, and tasks, and can help you ensure that your agency users are properly logging their actions.
For example, you may run an Activity Report to view all client actions completed by a specific user in the previous week, and then summarize the report data by Action to review the number of times the user completed each type of action on clients, policies, and tasks within the specified date range.
To review all of your agency users' upcoming actions needed for clients, policies, and tasks, see Managing Tasks for the Agency.
Download Report
The Download Report includes important information about each of your processed downloads. This report enables you to review your processed downloads to confirm that they have been received from all carriers that you are expecting transactions from, and to verify that downloads are matched and processed as needed.
Customize, Summarize, and Filter Report Data
Once you have run a report in HawkSoft, you can modify the view and sort, summarize, and filter the data to include or exclude specific information.
Customize, Summarize, and Filter Report Data
1-Click Reports
When you share a 1-Click Report, users can run it using your predefined filters and summaries to retrieve updated data. For example, if you run a monthly report, they can quickly access the same format and metrics for each new month using the 1-Click version.
This article explains how to save and share 1-Click Reports after you run a report. To learn more about working with report data, see Saving and Sharing Report Data.
Saving and Sharing Reports
This article explains the different ways you can save, share, and export report data in HawkSoft, including copying data to your clipboard, saving and sharing reports with other users, printing, and exporting to CSV or AL3 format.
Saving and Sharing Report Data
Agency Tasks
Tasks are reminders to complete or follow-up on an action for a client and policy, or can also serve as non-client related reminders.You can review and manage all Tasks for your agency from the Agency Tasks tab in the Task Center. From the Agency Tasks tab you can filter, group, view, edit, update, remove, and reassign all tasks in your agency.
List of Agency Reports
This article is a list of reports available in HawkSoft. These reports are run using a variety of HawkSoft features, including Business Intelligence and Task Center.
Report Recipes
Follow the steps below to quickly create any of these commonly requested reports.
Batch Actions from Reports
After generating a report, you can take several actions to leverage your agency data and improve efficiency. By customizing, saving and sharing , or creating 1-Click Reports you can reduce manual effort and quickly access the insights you need. Once the report meets your needs, you can use it to perform batch actions that support daily agency operations.
This article outlines the batch actions available to streamline your workflow.
Data Clean up Reports
Clean, consistent data is important to ensure accurate reporting and successful integrations with third-party vendors. HawkSoft provides several reports to help your agency clean up data as needed.