Report Recipes

Follow the steps below to quickly create any of these commonly requested reports.

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 Recipe List

Each of the links below leads to step-by-step information on running one type of report. Some of them, such as "Active policies grouped by carrier, agent, line of business, etc.", can be used for multiple end results, and the only difference in the process is the grouping you select.

• Active clients sorted by annual premium

• Active policies for one carrier

• Active policies grouped by carrier, agent, line of business

• Age-based client reports

• Book of business report - overall, by office or by LOB

• Cancelled/expired policies by period

• Clients or policies missing contact info

• Clients without an active policy (lapsed but previously active)

• Line of Business Combination Report

• New business report for a date range

• Newly active policies grouped by source/lead

• Policy coverage report

• Premium/production trend comparison over time

• Recently lost cancelled or expired policies

• Renewal report for date range

• Upcoming renewals/expirations

Once you feel comfortable running a report, HawkSoft recommends experimenting with other reports and with altering the column layout, summaries, filters, and sorting until you have the exact report you need. You can then create 1-click reports of your favorites to save time when you are re-running the same report.

Have an idea for a report recipe you'd like to see? Leave a suggestion in the HawkSoft Community!

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