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Let's Get Your Reporting for
Set Up


It is critical that you send the data in the template format provided.

If you would like additional fields on your reports please see your APP Rep and we can identify pricing.

Note All Reports Should Be Uploaded in Excel File Format & Not Emailed to the APP Team for Data Security Measures

Have questions on the reporting please email reports@agencyperformancepartners.com or reach out to your APP Rep. 

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Watch this video on our process to get your data set up, reviewed and processed for your Agency Assessment Program.

Initial Data Set Up Information

Please provide First Name, Last Name & Email Addresses

Initial Report Upload: Activity Master Report

Activity Master Report

  • Please review our knowledge base article on how to run this report including:
    • Video
    • Template to show which fields and the order of the data
    • Date range to run the report
    • Purpose of the report

Initial Report Upload: Overdue Activity Report

Overdue Activity Report

  • Please review our knowledge base article on how to run this report including:
    • Video
    • Template to show which fields and the order of the data
    • Date range to run the report
    • Purpose of the report

Initial Report Upload: Retention

Retention

Upload your latest Pulse Report

  • Report: Pulse Report
  • Date Range: 1st of the month (this comes as a PDF to the agency - if you are not getting this see the agency ownership or contact Ezlynx)

Initial Report Upload: Cancellation

Cancellation (Lost Policy) 

  • Please review our knowledge base article on how to run this report including:
    • Video
    • Template to show which fields and the order of the data
    • Date range to run the report
    • Purpose of the report

 

Initial Report Upload: New Business

New Business

  • Please review our knowledge base article on how to run this report including:
    • Video
    • Template to show which fields and the order of the data
    • Date range to run the report
    • Purpose of the report

 

Initial Report Upload: Book of Business

Book of Business

  • Please review our knowledge base article on how to run this report including:
    • Video
    • Template to show which fields and the order of the data
    • Date range to run the report
    • Purpose of the report

What's Next?

  • APP will review the data against our templates
  • In about 5 business days we will provide you our draft reports for review
  • Once approved we will provide you the date to send/upload in the reports every week
  • The next business day you will get a link to your dashboard