Better Reports and Exports
Reorder your CSV columns, export only what you need, and run the heavy reports as background jobs.
A run of improvements to the reports and exports you live in.
Exports you can shape
- CSV exports let you reorder columns, so the file arrives in the shape your spreadsheet expects instead of the shape we happened to pick
- License exports can be limited to active LOAs only, which cuts a lot of noise out of a compliance review
- Licenses blocked from renewal can be exported on their own, so you can work the exceptions as a list
Reports that run themselves
Large reports no longer make you sit and wait. Appointment reports across a whole agency, producer exports, and invoice exports run as background jobs and come back to you when they're done. You can start one and go do something else.
Other improvements
- Report names are no longer length-limited, so you can name a report what it actually is
- That export processes in batches, so a large agency's file completes instead of timing out
See InsureTrek on your own producer data
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