It’s no surprise you want to know how to generate reports in JenesisNow.
Jenesis insurance software for agents includes simple ways to create and generate reports for internal and external use. This affordable insurance agency management system from jenesissoftware.com is as functional as it is robust.
This video tutorial teaches everything you need to know about creating reports using JenesisNow.
JenesisNow – Reporting
To run reports in JenesisNow, begin by navigating toward the dark vertical bar menu on the left side of the screen and selecting the Reports icon.
There are three simple steps:
1. Select summary or detailed
2. Select from the report menu
3. Configure your report
First, choose whether it’s a summary or detailed report you want.
In this video, we opted to create a Detailed Report and chose the Policy and Client Detail report from the Report menu.
This Detailed Policy and Client Detail selection generated a list of possible report columns. Move column titles by clicking and dragging the title from and to the Possible Columns or Report Columns as needed.
You may also adjust the columns’ order in the “Report Columns” list. To group and filter them, a single click on the column titles will pull them over to the filter section where you can insert page breaks, group, and filter your data.
In the video, we opted to group Line of Business and Policy Type and to sort by Client Name in alphabetical order.
When finished making your selections, click the green “View Report” button in the top right of the screen.
You can edit the columns and grouping configuration by selecting the yellow button at the top right of the screen. When you’re in the Build Report section and able to make column changes, you also have the option to name your report and save it.
Notice the buttons at the top of the screen. You have options to email, export it to excel, and save.
If you need a similar report with only a few changes, you can duplicate the existing report by clicking the black “Clone Report” button. Make adjustments to the columns, grouping and sorting as needed, and then edit the “Report Name” field before clicking Save to create your new report.
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Have you heard about our new Jenesis Software podcast? Listen here: https://www.jenesissoftware.com/podca…
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