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Partner XE Reporting Guide
Here is a guide to running the initial reports for Partner XE Agencies
We would be pulling up the reports using the following Templates for each report
1. Activity - Client Report Data Template - Partner XE
2. Overdue Activity - Client Report Data Template - Partner XE
3. New Business - Client Report Data Template - Partner XE
4. Cancellation - Client Report Data Template - Partner XE
5. Book of Business - Client Report Data Template - Partner XE
Note: If you are struggling to run these reports please reach out! We are happy to share screens and help you pull the reports.
Note: There are 2 data upload links
Initial Upload Data Form: This is to send in your first reports for us to build your sample dashboard
Active Weekly Reporting Form: Use this once your dashboards are approved to send in your reports weekly
Active Monthly Reporting Form: Use this once your dashboards are approved to send in your reports Monthly.