Where did the insurance report go?
Answered
How do I pull the insurance report? Its not under Settings/Insurance anymore.
How do I pull the insurance report? Its not under Settings/Insurance anymore.
The same question
Unfortunately we no longer have the insurance report. I have created you a report called "Rentals" that can be ran on the leads/events page on the top right above the city/state column. I have a filter applied on it, so it will only pull confirmed and complete leads, you'll set and filter your date range on the left. If you need to edit the report it can be done in Settings-->Reports.
Unfortunately we no longer have the insurance report. I have created you a report called "Rentals" that can be ran on the leads/events page on the top right above the city/state column. I have a filter applied on it, so it will only pull confirmed and complete leads, you'll set and filter your date range on the left. If you need to edit the report it can be done in Settings-->Reports.
Hey Gabrielle,
Will you set me up with the same report? Why did they remove the insurance report, that was extremely helpful and valuable!?
Thank you in advance,
JD
Hey Gabrielle,
Will you set me up with the same report? Why did they remove the insurance report, that was extremely helpful and valuable!?
Thank you in advance,
JD
The report they set up for me is not the same. The insurance report was the only decent report I used in the system I cannot stress how disappointed I am with the reporting in IO.
The report they set up for me is not the same. The insurance report was the only decent report I used in the system I cannot stress how disappointed I am with the reporting in IO.
The insurance report was created specifically for an insurance company and they are no longer using it with us. The report would have to be built now in IO.
The insurance report was created specifically for an insurance company and they are no longer using it with us. The report would have to be built now in IO.
Hello Gabrielle,
My attempts to recreate a similar report have fallen short. Would you please set up the "Rentals" report in my account as well. Thank you.
Hello Gabrielle,
My attempts to recreate a similar report have fallen short. Would you please set up the "Rentals" report in my account as well. Thank you.
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