• Using Standard Reports
    Overview Looking for a quick, simple way to export your data? Standard Reports has preconfigured reports that you can use to quickly and easily get data. Learn more about Standa...
  • Creating Custom Reports
    Overview With your data in AgencyBloc, you may want to know what you can learn about your book of business. Or, you may want to analyze a set of policy data or track quarterly p...
  • Adding Filters to Custom Reports
    Overview Using Custom Reporting, 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 ...
  • Adding Columns to Custom Reports
    Overview With Custom Reporting, you can specify and organize the columns that appear in your report. You can rearrange the column order, rename column headings, and summarize in...
  • Previewing and Saving Custom Reports
    Overview With Custom Reporting, you can preview your report in AgencyBloc before downloading it. Think of the preview like a rough draft. You're reviewing it to make sure it has...
  • Sharing Custom Reports
    Overview With Custom Reporting, you can share custom reports that you’ve created with others in your agency. This allows you to create a report once and then let everyone run th...
  • Best Practices for Custom Reports
    Overview As you’re creating custom reports, there are a few things you can do to ensure you get the best results. The foundation of good reporting is clean data and strategies f...