Frequently Asked Questions on Jenesis: The Best Agency Management System
It’s no surprise you want to know how to generate reports in JenesisNow.
Jenesis insurance software for agents includes simple ways to create and generate reports for internal and external use. This affordable insurance agency management system from jenesissoftware.com is as functional as it is robust.
This video tutorial teaches everything you need to know about creating reports using JenesisNow.
JenesisNow – Reporting
To run reports in JenesisNow, begin by navigating toward the dark vertical bar menu on the left side of the screen and selecting the Reports icon.
There are three simple steps:
1. select summary or detailed
2. Select from the report menu
3. Configure your report
First, choose whether it’s a summary or detailed report you want.
In this video, we opted to create a Detailed Report and chose the Policy and Client Detail report from the Report menu.
This Detailed Policy and Client Detail selection generated a list of possible report columns. Move column titles by clicking and dragging the title from and to the Possible Columns or Report Columns as needed.
You may also adjust the columns’ order in the “Report Columns” list. To group and filter them, a single click on the column titles will pull them over to the filter section where you can insert page breaks, group, and filter your data.
In the video, we opted to group Line of Business and Policy Type and to sort by Client Name in alphabetical order.
When finished making your selections, click the green “View Report” button in the top right of the screen.
You can edit the columns and grouping configuration by selecting the yellow button at the top right of the screen. When you’re in the Build Report section and able to make column changes, you also have the option to name your report and save it.
Notice the buttons at the top of the screen. You have options to email, export it to excel, and save.
If you need a similar report with only a few changes, you can duplicate the existing report by clicking the black “Clone Report” button. Make adjustments to the columns, grouping and sorting as needed, and then edit the “Report Name” field before clicking Save to create your new report.
Jenesis gives you the ease of viewing Full Coverage and Liability Reports either in Summary, Company or User views. To pull a report follow these easy instructions.
- From the Jenesis Main Screen Click Reports and Production
- Choose the Auto Tab
- Place a check mark in the report view you want to see
- Select a Date Range
- Click Preview
Jenesis Agency Management System gives you the ease and flexibility of exporting any of our production reports to Excel.
Step 1: From the Main Screen select Reports and Production
Step 2: Place a check mark next to the Report you want to export
Step 3: Click Export
Step 4: View your Report and use Excel to sort, filter or save and send
You can create Favorite Reports and even set up recurring emails to receive the information in Jenesis Agency Management System. This helps save time and gets you the critical data you need related to your business.
To Save a Report to Favorites:
Step 1: Choose the Report from the “Recently Reviewed” Section under Reports/Production
Step 2: Select “Add to Favorites”
The report will now show in the Favorites Section
To receive Emails regarding your Favorite Reports
Step 1: Select Setup Report Frequency
Step 2: On the Frequency drop down menu choose your frequency
Step 3: Select “Close” to save your changes
Jenesis Agency Management system provides you with a variety of reports to help you manage your information, including the Renewal (Paid In Full) Report. This provides you with a list of clients by date range that have renewal offers and have paid them in full.
Step 1: From the Main Screen select Reports/Production
Step 2: Place a check mark in the Renewals (Paid in Full) box
Step 3: Select your date range
Step 4: Hit Preview
Note: For a client to show in the report you must have “Paid In Full” selected in the Pay Plan field on the Policy Screen
To determine how many hours an agent has worked you need to make sure that your agents are using the ‘Time Clock’ feature in Jenesis. You can also determine how many hours over/short an agent was, if you enter the hours they work in the ‘User Setup’ portion of Jenesis. The person pulling the report will either need to be an administrator or be allowed to view Production Reports.
Once you are ready, follow the steps below to pull the Time Clock Report:
1. Go to the Reports Tab from the menu at the top of your main screen
2. Choose Production
3. Select the Misc. Tab
4. Place a check mark in the box labeled Time Clock Report (this is in the middle row)
5. Choose a Beginning Date and Ending Date in the filters labeled as such
6. Click Preview
7. To print the report you will click the Print option on the menu at the top.
You can view the videos on using the Time Clock by clicking the links below
Go to Jenesis Main screen, Reports->Production->Misc tab->Class List by Location
To find a customer when you can’t remember their name you can use the Production Reports.
You access it from the Main Screen in Jenesis.
Click on Reports at the top, and choose Production
Then choose the Personal Lines Tab
Place a check mark in the box next to the “Production Report”
Put in a date range and hit preview
Sometimes an agency may need to pull a list of transactions performed by the agency or a specific user. Jenesis offers you this option.
To pull it follow these simple steps:
1. From the Main Screen click on Reports
2. Choose Production Reports
3. Under the Misc tab choose Agency Transaction Report
4. Put in a Beginning Date and End Date for the time period you want to view
5. Click View and your report will generate.
Keep in mind you can Print or Email this report. You can also set it up as a Favorite and have it automatically emailed to you when you want it, Daily, Weekly, Monthly, or Quarterly.
Filtering for specific companies on the remittance report is easy.
Step 1: Click Reports and Remittance
Step 2: Select a Date Range and the Locations for your report
Step 3: Make sure the box next to Remittance Report is checked
Step 5: Click Export to Excel
Step 6: Go retrieve the report. It will normally be saved at F:/Jenesis/ExcelFiles
Step 7: Open the Report in Excel and choose the column titled Payment To
Step 8: Find Data on the Excel Menu and Click Filter
Step 9: Un-Select everything and then place a check next to the company or companies you want to see.
To pull a Date of Birth Report
Step 1: Go to Reports
Step 2: Go to Production
Step 3: Go to Misc
Step 4: Place a check mark in the Date of Birth Report section
Step 5: Enter a date range
Step 6: Click Preview
For instructions watch the video below
Pulling your book of business is easy.
Step 1: Select Reports from the Ribbon at the top of the main screen
Step 2: Select Production
Step 3: Select the Personal or Commercial lines tab depending on which you need
Step 4: Place a check mark next to active policies by company
Step 5: Hit preview
Jenesis Insurance Agency Management System allows you to pull information that shows the length that your active clients have been with the agency as well as the total premium information for each customer. You can also sort the reports by single clicking or double clicking the header for easy use. The report drills down to the client level with the click of a name.