Agency Reporting - Training Videos
The following videos are intended for any agency employees who need to run reports (depending on agency roles and workflows, this could include agents, CSRs, managers, bookkeepers, and/or agency owners). These videos cover how to run different types of reports in HawkSoft, including Quick Reports, Agency Intelligence, Sales & Retention, Activity Reports, and Download Reports. Additionally, these videos cover how to filter and summarize these reports to get the data you need, and how to save reports.
Types of Reports
This section covers the different types of reports in HawkSoft, what each report type is used for, and how to run each type of report.
Quick Reports
Agency Intelligence Reports
Sales & Retention Reports
Activity Reports
Download Reports
Working with Reports
This section covers how to work with and customize reports to get the exact data you are looking for. The videos in this group apply to all report types listed above.
For Agency Intelligence and Sales & Retention reports, you will need to 'drill down' into a detailed report by double-clicking on a cell before you can filter and/or summarize a report, customize a report layout, or save a report. See the Agency Intelligence and Sales & Retention videos above to learn more.