Hawksoft 6 Report Instructions
Active Clients Report
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Go to the Reports menu, select Quick Reports.
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Select New Report button
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Select the Client option > Active Clients
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In the Report Title type: ProfitLens Active Clients
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Run Report
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Select the Column Options from the upper-right.
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Click on Add All link in the bottom right.
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Click Apply and the new columns will automatically appear with the data
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For efficiency, you can choose to save this report as a Template. This will save the template and filters selected above and allow you to run this report on a recurring basis.
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From the report window, select the 3-dots menu > Save as Template
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Template Title: ProfitLens Active Clients > Save Template
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After you’ve saved your report, the next time you open Quick Reports your new report will appear in the Report Templates
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Click the 3-dots menu in the upper-right > Export to CSV
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Change File Name to ProfitLens Active Clients Current Date > Check the box for “Export for third party" (include client IDs) > Download CSV.
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The file will be located in the Downloads folder on the PC through File Explorer.
Active Policies Report
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Go to the Reports menu, select Quick Reports.
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Select New Report button
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Select the Policy option > Active Clients
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In the Report Title type: ProfitLens Active Policies
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Run Report
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Select the Column Options from the upper-right.
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Click on Add All link in the bottom right.
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Click Apply and the new columns will automatically appear with the data
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For efficiency, you can choose to save this report as a Template. This will save the template and filters selected above and allow you to run this report on a recurring basis.
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From the report window, select the 3-dots menu > Save as Template
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Template Title: ProfitLens Active Policies > Save Template
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After you’ve saved your report, the next time you open Quick Reports your new report will appear in the Report Templates
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Click the 3-dots menu in the upper-right > Export to CSV
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Change File Name to ProfitLens Active Policies Current Date > Check the box for “Export for third party" (include client IDs) > Download CSV.
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The file will be located in the Downloads folder on the PC through File Explorer.
Commissions Report
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Go to the Commissions menu, select Commission Processing & Reporting
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Select Reports icon
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Select the New Report button
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Select the Agent icon. If this icon is not available, select Agency.
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Select the Agent (or Agency) Commission Paid Report by Reporting Date option
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Edit the Date Range to include the Last 12 Months of Production. Depending on how long your agency has been live on Hawksoft 6 will determine the Start Date.
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Run Report
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Select the Column Options from the upper-right.
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Click on Add All link in the bottom right.
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Click Apply and the new columns will automatically appear with the data
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For efficiency, you can choose to save this report as a Template. This will save the template and filters selected above and allow you to run this report on a recurring basis.
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From the report window, select the 3-dots menu > Save as Template
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Template Title: ProfitLens Commissions Report > Save Template
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After you’ve saved your report, the next time you open Commission Reports your new report will appear in the Report Templates
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Click the 3-dots menu in the upper-right > Export to CSV
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Change File Name to ProfitLens Commissions Date Range > Check the box for “Export for third party" (include client IDs) > Download CSV.
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The file will be located in the Downloads folder on the PC through File Explorer.
Your reports are now ready to submit.
Email reports to [email protected].
