Customizable Reports
Create reports in JenesisNow using flexible reporting options designed to help your agency organize and review information. Choose from pre-built reports or customize reports based on the information your agency wants to see.
Customize Reports in JenesisNow
JenesisNow provides multiple reporting options within the Reports section of the system.
Users can choose between detail and summary reports and work with base reports that can be customized, agency-wide reports that have been created by the agency, and pre-built default reports provided by Jenesis.
Choose the Information in Your Reports
Base reports can be configured to control what information appears in a report.
When configuring a report, users can add available fields, remove fields they don't need, and arrange the information they want displayed.
This allows agencies to customize reports around the information they want to review rather than relying only on a fixed report layout.
Filter and Group Report Information
JenesisNow reports can also be configured using filtering and grouping options.
For example, the reporting demonstration shows reports being filtered by information such as location, line of business, policy type, and policy status.
Reports can then be viewed with the selected criteria applied.
Save and Share Custom Reports
Once you've configured a report the way you want it, you can save it as a memorized report for future use.
Reports can also be shared agency-wide. When a report is shared, it becomes available within the agency-wide reports section for other users.
Saved reports can be modified or deleted when they're no longer needed.
Frequently Asked Questions About JenesisNow Reports
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