HawkSoft - New Business Report

  1. 1. Click on Analytics & Reporting

    Click on Analytics & Reporting

  2. 2. Click on Agency Intelligence

    Click on Agency Intelligence

  3. 3. Under "Policy KPIs," click on Policies Sold (12 Months)

    Under "Policy KPIs," click on Policies Sold (12 Months)

  4. 4. Confirm that "Group By" is None and "Date Range" is Last Month.

    Confirm that "Group By" is None and "Date Range" is Last Month.

  5. 5. Click on the total number under the previous month to open the full report.

    Click on the total number under the previous month to open the full report.

Verify Report Structure

  1. 6. On the top-right corner, click on "Column Options."

    On the top-right corner, click on "Column Options."

  2. 7. Select Save Layout

    Select Save Layout

  3. 8. Name the layout "APP - New Business Report - [Agency Name]"

    Name the layout "APP - New Business Report - [Agency Name]"

  4. 9. Save the layout.

    Save the layout.

Exporting the Report

  1. 10. On the top-right corner, select the kebab menu "More Actions"

    On the top-right corner, select the kebab menu "More Actions"

  2. 11. Click on Export to CSV

    Click on Export to CSV

  3. 12. Drag highlighted button

    Drag highlighted button