Report Recipe: Age-based client reports

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This article provides a step-by-step guide to running a report for people within a specified age range. See Report Recipes for a list of more guides to running particular reports.

This report includes named insureds, main contacts, and other client contacts listed on the People tab on each client.

Once you run your report, the following articles will help you leverage the data: Customize, Summarize, and Filter Report Data and Saving and Sharing Report Data.

Report of clients based on age

To quickly create this report:

1. Open Quick Reports.

2. Click + New Report.

3. Select the People category, and choose People Age Range.

4. Optional: Change the Report Title, as desired.

5. Enter the Start Age (minimum age) and End Age (maximum age) for people to include on the report.

6. Optional: Check the box for Only active clients to return only personal profiles on active clients.

7. Click Run Report.

   A detailed report of personal profiles in the specified age range and on active clients opens in a new browser window.

You now have a report containing people within a chosen age range.

From here, see Customize, Summarize, and Filter Report Data, Saving and Sharing Report Data, and Batch Actions from Reports to leverage the data in your report.

Policy data and age-based reports

HawkSoft cannot currently produce a unified report combining age or date of birth (DOB) information and policy detail. Age and DOB fields are unavailable on Policy reports, and fields such as Line of Business and Policy Status are unavailable on People-level reports.

Currently HawkSoft's recommended solution is to run an age-based report as described in this article, and a separate policy-based report for the policy information you need. Compare clients listed on both reports to find policy information for users within the specified age range. For ease of comparison, these reports can be exported to CSV, opened in Microsoft Excel, and cross-referenced using tools such as the VLOOKUP function. For detailed information about this function, see Microsoft's help documentation.

Some agencies may choose to use AI to assist with data processing such as combining reports or tracking trends. For the security of your data and clients, HawkSoft recommends removing any PII from reports before providing files to the AI assistant. See To customize your report view

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