Release Notes highlight the recent product updates so you can stay up-to-date on what’s new.
We updated the design of the Reports page and added a new Custom Reporting feature that gives you more options for customized reporting. Below are details about what was released.
The updated design brings more flexibility to AgencyBloc while paving the way for future enhancements. The Reports page now has tabs for Standard Reports, Custom Reporting, and Saved Reports.
We made minor design updates to the Standard Reports page. We also added a search bar that you can use to filter by report type. Otherwise, this page lists the same reports that you were using before.
Custom Reporting is a new feature that gives you all the tools you need to build reports from the ground up. With this new report builder, you can specify the columns you want to see, set filters to dive deeper into your data, and save and share reports with others at your agency.
You can pick and choose exactly which fields you want to use as columns and filters in your reports. You can reference data in your report that originates in other areas of the application. You can also pull data from any custom fields that you’ve created.
You can create filters to tell AgencyBloc exactly what data you want to pull into your reports. The more filters you add, the more specific the focus on your data becomes.
For more details on filters and how to create them, visit the Adding Filters to Custom Reports article.
You can specify and organize the columns that display in your report. You can rearrange the column order, rename column headings, and summarize information per record using aggregate functions.
For more details on columns and aggregate functions, visit the Adding Columns to Custom Reports article.
You can view a sample of your report results before downloading the report to make sure it has the right data. If you’re not seeing the correct data, you can return to the report builder to make adjustments or start over from scratch.
You can save your report to use it again and again without having to rebuild it every time. This can save you time, especially if you have reports that you need to run more than once. You can also update your saved reports and save any changes made.
For more details on how to save reports, visit the Previewing and Saving Custom Reports article.
You can share your report to promote collaboration and save time for others at your agency. By sharing your report, you are allowing others to use it immediately without having to build it themselves.
You can view a shared report to get an idea of what columns and filters it uses. Only the owner of the shared report can make and save changes, but you can make copies of any shared report to edit. To help you get started, we’ve included a few example reports. You can create copies of the reports and rename them so they make sense for your agency.
- EXAMPLE - Agent Production Report - Number of policies created this week, per agent
- EXAMPLE - Individuals Last Updated by User - Listing of Individual records that have been updated today
- EXAMPLE - Individuals w/o Policies - Individuals not associated with Group or Carrier with no policies tied
Note: If the preview for these example reports doesn’t display data, you may need to edit the filters and personalize the reports to your account. Also, security group permissions will affect what data each user can view when running shared reports.
For more details on shared reports and permissions, visit the Sharing Custom Reports article.
We're here to help. If you need anything, feel free to send us an email at firstname.lastname@example.org. Also, let us know what you think of the update. Have a good one!