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.

Running a Quick Report

Click + New Report.
Select a Report Category to display the list of relevant reports.
Select a specific report to run.

For example, if you selected the Policy report category you can select the Expired Policies report.
Optional: Add a Report Title.
Check your report filters.

You can Clear the filter, if needed.

To display accurate results, some reports require filter selections before running, such as a date range for a Cancelled Policies report, or selecting an agent for a Agent of Record report.

If filters are available for your chosen report, they will be listed below the Report Title field. Apply them before running the report. If no pre-report filters are available, you can narrow the results after the report is finished.

See To summarize and further filter data for more information on report filtering options.
Conditional: Set the report to run as a downloadable CSV spreadsheet.

Some reports include a Download as CSV option before running. This is usually found on report types that tend to be longer or contain much more data than others, and as such may be much slower to view in your web browser.

If you select this option, HawkSoft creates a CSV file with all report results, rather than displaying the report on-screen in your browser. The report is added to your Recent Reports list, where you can download the file once processing is complete.

See How do I access a Download-Only report? for more details on downloading these reports once complete.
Optional: Use the Select Layout drop down to select a saved layout.

When you select a report, the system remembers the last layout used. The next time you open that report, the drop-down selects the last saved layout used for that report.
Click Run Report.

A new tab will open with your report and your report is automatically listed under Recent Reports.

To learn how to use filters, customize columns, and summarize your report, see Customize, Summarize, and Filter Report Data.

For information on 1-click reports, see 1-Click Reports.

For information on saving, sharing and exporting reports, see Saving and Sharing Report Data.

Video example: Creating a Renewal Report

The following help video gives an example of using Quick Reports to run a Renewal Report, including how to filter the report, and how to summarize the report to group non-downloaded policies using the "Policy Downloads" column.

List of Reports

Client Reports

Client Reports provide information about your clients, such as a list of active customers by zip code, how many policies you have per client, and cross selling opportunities for each of your producers.

Report	Filters	Description
All Clients Report	Offices, Client Type	This report will return all clients regardless of status. This includes those with no policies, deadfiles, and prospects. You also have the option to filter by Client Type (customer, vendor, etc) or Office before the report is run.
Active Clients	Offices, Client Type	This report will return all clients with at least one active policy. You also have the option to filter by Client Type (customer, vendor, etc) or Office before the report is run.
Cross Sell by LOB Report	Has LOB, Missing LOB	This report will return any client who has active policies with the selected lines of business , and is missing active policies with the lines of business selected.
Client CSR Report	CSR	This report will return all clients with the provided Client CSR.
Client Producer Report	Producer	This report will return all clients with the provided Client Producer.
Missing Client CSR or Producer Report		This report will return all clients which are missing either a Client CSR or a Client Producer.
Data Imported Clients	Date Range	This report will return clients that were created during the Data Importer process. Enter an import date range to find clients created within the dates selected. (Maximum date range of 30 days.)
Contact Information Out of Date	Date Range	This report returns all clients who have contact information which has not been updated in a specified number of days.
Client Submissions Report	Submission Created Date	This report will return all clients with submissions, regardless of status.

Policy Reports

Policy Reports provide information about your policies, such as Lines of Business, policies with pending cancellations, or a list of all policies by agent.

HawkSoft recommends limiting the date range of your report. Longer date ranges can significantly increase the time to run a report and to interact with it. If you need to run a report covering large date ranges, consider running multiple reports in 1-month increments.

When running a policy report, you can now add three columns that are designed to give you an insight into reconciled commissions on those policies:

Total Agency Commission - The total amount of agency commission paid for all reconciled transactions on the policy.
Total Reconciled Transactions - The total number of reconciled commission transaction on the policy.
Last Reconciled Date - The most recent reconcile date among reconciled transactions on the policy.

Report	Filters	Description
All Policies	Offices	This report will return all policies regardless of status. This includes cancelled, active, prospect, lead, etc.
Active Policies	Offices	This report will return all policies which are currently active. This includes all policies with a status of active or pending cancelled.
Expired Policies		This report will return any policy where the Status became expired within the last 10 years.
Cancelled Policies	Date range	This report returns any policies which are set to a status of Cancelled, Expired, NonRenew, or Replaced, and whose status date is in the specified date range. Enter a date range in the past, to find those policies which were cancelled in the date range.
Cancel Pending Policies	Date range	This report will return any policies which are set to a status of Cancelled, Expired, NonRenew, or Replaced, and whose status date is in the specified date range. Enter a future date range to find those which are pending cancellation.
Policy Renewal	Date range	Returns all active policies which are renewing, or which have an expiration date in the date range provided. Optionally, you can include policies with Cancel (pending) status to catch any policies that may have been changed, for example, through a carrier download See Sales and Retention Reports to learn about predefined reports for policies with an upcoming Effective Date from a pending renewal or upcoming Expiration Date within the next 30, 60, 90, or 120 days.
Recently Renewed or Expired Policies	Date Range, Expired, Cancelled	This report will return all policies which renewed in the date range provided. Optionally will return policies which expired, and/or policies which were cancelled and became inactive during this date range.
Policies Added by Date Range	Date Range, Coverages	This report will return all policies which have an Inception Date or Sold Date, whichever is newer, in the date range. This excludes policies with a source or status of Rewrite.
Policies Sold by Date Range	Date Range, Coverages	This report will return all policies which have a Sold Date in the date range. This excludes policies with a source or status of Rewrite.
Status Change Report	Date range	This report will return all policies which have an Effective Date, Expiration Date, Status Date, Inception Date, or Sold Date in the date range. This provides visibility into policies which have recently been renewed, cancelled, sold, etc.
Line of Business Policy Report	All LOBs, Any LOBs, Has LOB, Missing LOB	This report will return any policy with the selected Line(s) of Business (LOB) even if it’s a part of a package. Optionally, you can also include a “Missing LOB” to only include policies if the client is missing specific LOBs. For example: If we enter AutoP in the Has LOBs field, and we enter Boat in the Missing LOBs field, the report will only include auto policies if the client does not also have a boat policy. This can be used to further refine the report to find policies with certain carriers, agents, etc.
All Prospect or Lead	Proposed Effective Date, Status Date	This report will return all policies which have a status of Prospect or Lead, and whose Proposed Effective Date or Status Date is within the specified date range.
First Agent of Record	Agent 1	This report will return all policies with the provided user listed as Agent 1.
Second Agent of Record	Agent 2	This report will return all policies with the provided user listed as Agent 2.
Third Agent of Record	Agent 3	This report will return all policies with the provided user listed as Agent 3.
Missing Agent of Record		This report will return all policies which are missing first, second, or third agent of record.
Auto - Common Coverages	Application Type, Active	This report will return auto policies, adding columns for common coverages.
Home - Common Coverages	Application Type, Active	This report will return home policies, adding columns for common coverages.
Vehicle Detail Report		This report will return all scheduled vehicles on active policies with some vehicle detail information included as columns.
Home Underwriting Report		This report will return currently active policies with some home underwriting information included as columns.
Coverage Descriptions	LOB, Application Type, Coverages	This report will return all policies with the specified coverages included as columns.
All Replaced Policies	Date Range	This report will return all policies with a status or source of Replaced and whose inception date in the specified date range.
All Rewritten Policies	Date Range	This report will return all policies with a status or source of Rewrite and whose inception date in the specified date range.

People Reports

People reports provide information about personal profiles on your clients, such as birthdays and ages. This report includes all household members and drivers; it is not restricted to named insureds.

Report	Filters	Description
Birthday Report	Date range	This report will return personal profiles who have a birthday in the provided date range. This does not take into account birth year.
People Age Range	Age range	This report will return personal profiles which are not marked deceased, and whose age fall into the age range provided.

Client Tag Reports

Client Tags Reports show all Client Tags, or shows clients who have at least one tag with a specific client tag category.

Report	Filters	Description
Tag Category Report	Tag Category	This report will return all clients who have at least one tag with the category provided. Leave tag category blank to get all tags.
All Policies with Client Tags	Tag Category	This report will return all policies on clients who have at least one tag with the category provided. A tag category is required.

Recent Reports

Reports ran in the past 7 days are listed under . You can View, Save, Share, Save as 1-Click Report, Rename, or Delete recent reports.

After opening a recent report, you can click ⟳ Re-sync report data to run a fresh copy of your current report, keeping the same columns.

You can select any number of reports on the Recent Reports list using the checkboxes, then click to delete them from the list. Recent reports are also automatically deleted 7 days after the date created.

To save reports for a longer period or save them as 1-Click Reports, see 1-Click Reports.