Report by -Producer- CSR- HawkSoft

Hawksoft Set-Up Guide Active “Producer” and “CSR” Client Level Report

Select “Reports” then “Advanced Reports”  Capture-133

“Report Generator” will open in a new window


Click “<New Report>” under “Create a New Report”

The “Policy Type Filter” window will open


Select “All Policy Types” under “Policy Types”

Select “Client (At least one policy must match)” under “Report By” 

Click “Next” 


The “Report Generator Filters” window will open


Select “Status*” under “Filter 1” then check the box next to “All Active” 

“Filter 2” and “Filter 3” are left blank 

Click “Next” 

 “Filter 4”, “Filter 5” and “Filter 6” are left blank 

Click “Next” 


The “Report Layout” window will open


Click “Add/Edit”


The “Add Report Filters” window will open


Under “Client Information” select the following fields:

Named Insured-Last

Named Insured-First

Business Name

Business DBA Name

Client Producer

Client CSR

Client Type

Customer Type


Click “OK” then “Finish”

The report will open once completed. 


*It is important to note that this report will only show clients that have an active policy and not a client that all policies have cancelled. A variety of Filter and Fields can be used to run more precise reports. These instructions are for a basic Producer, CSR or Agent Report.  We recommend that you tailor the Filters and Fields to your agency’s report needs.