How to Add a Broker filter to the Commission and Policy Detail Reports within JenesisNow?

Added Broker filter to the Commission and Policy Detail Reports within JenesisNow

JenesisNow- Added Broker Filter to the Commission Report and Policy Detail reports

When pulling up a policy detail report in your report section in JenesisNow, you can filter by Broker.

To do this, click on the plus sign next to Broker in the report columns section, allowing you to use the Filter/Action by Broker. This feature was also added to the Commission reports, so we hope this helps you at your agency.

Please click here if this helped you.
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Category: Clients, Reporting

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