Company Reports
ESL Office provides you with a number of standard (pre-defined) reports you can run to analyze your contact information. You can also create custom (user-defined) reports to supply information not provided by the standard reports.
Both standard and user-defined reports return information on items showing in the Directory list, so perform a company search before running reports.
Company Reports Process
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Company List Report – Reports company name, address and relationships. Sortable by company, state, zip code, or relationship.
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Company and Contacts List Report – Reports company name, address and relationship as well as name, job title, department and contact information for all company contacts. Sortable by company, state, zip code, or relationship.
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Producer Assigned Report – Reports on producers assigned to the company. Sortable by producer, office (territory), underwriter, or marketing representative.