Reports Reference Guide This article provides a reference for every report available in NextAgency. Each entry covers what the report does, who it’s for, and what data it contains.
Table of Contents Agency Reports Activities (Case Activity) Compensation Disclosure Form (Group) Contacts Client Service (Customer Service) Email Campaign Summary Email Campaign Sent Report Intulse Calls Users Cases Benefits Calls Cases Case Associations Case Contacts (Contact People) Dependents Employees Employee Eligibility Projected Revenue Sales Status Changes Commissions Carrier Overview Commissions Commission History Last Paid Reconciliation Sub-Agents Commissions Sub-Agents Splits Sub-Agents Statements Unpaid Clients Commission Variance to Expected Variance to Prior Commissions (Pivot Tables) Broker o f Record (BoR) SummaryCarrier Summary Client Summary Product Summary Revenue per Client Revenue per Client per Year Sub-Agents Summary Sub-Agency Summary Sales Carriers Enrollment Kits Proposals Sales Team Sub-Agents Sub-Agent Carrier/Products Sub-Agents Contacts Tasks, Tickets, and Notes Case Tasks Checklists Notes Sub-Agents Tasks Task History Tickets Workflow Activities Report Reference Agency Reports 1. Activities (Case Activity) Purpose Provides an audit trail of all activity logged against cases within the agency. Intended Users Agency administrators, brokers who need to review case history and team activity. Key Data Activity type, description, date/time, user who performed the action, associated case/client name. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Activities permission. Access may be restricted for lower-privilege users.
2. Compensation Disclosure Form (Group) Purpose Generates compensation disclosure documents for group insurance cases, required for regulatory compliance in some states. Intended Users Brokers and compliance staff preparing disclosure documentation for group clients. Key Data Broker name, agency name, carrier, plan details, commission/compensation amounts, disclosure date, client name. Output Word (.docx). Notes Disclosure Required field is required for benefits to be included in form.
Purpose Exports all contacts stored at the agency level (not case-specific contacts). Intended Users Agency administrators managing their contact database. Key Data Contact name, company, email, phone number(s), address, contact type. Output Excel (.xlsx) or CSV (.csv)
4. Client Service (Customer Service) Purpose Multi-file service report that compiles all service-related data per client into individual Excel workbooks, packaged as a ZIP archive. Commonly sent as a periodic service summary. Intended Users Account managers preparing client service reviews or RFP responses. Key Data Per-client workbooks containing case info, benefit summaries, employee counts, commission history, and service notes. Output ZIP archive containing individual Excel (.xlsx) files per client. Notes Generates asynchronously. A download link is provided via in-app notification and email upon completion.
5. Email Campaign Summary Purpose Aggregate summary of email campaign performance across all campaigns. Intended Users Marketing staff and agency managers reviewing campaign effectiveness. Key Data Campaign name, date sent, received,status, total opened, open rate, total bounced, bounce rate. Output Excel (.xlsx) or CSV (.csv).
6. Email Campaign Sent Report Purpose Line-level report of individual email sends within a campaign — who received each email, when it was sent, and delivery/engagement status. Intended Users Marketing staff and agency administrators reviewing campaign delivery at the recipient level. Key Data Campaign name, recipient name, recipient email, send date/time, delivery status (sent, bounced, failed), result. Output Excel (.xlsx) or CSV (.csv).
7. Intulse Calls Purpose Exports call records sourced from the Intulse telephony integration, including recordings where available. Intended Users Agencies using the Intulse phone system integration who need to audit or review call logs. Key Data Call date/time, duration, caller ID, associated contact, case, notes, recording link. Output Excel (.xlsx) or CSV (.csv). Notes Requires Intulse integration to be configured. Manage Intulse Calls permission required to delete records.
8. Users Purpose Exports user account records for the agency — staff, brokers, and support users. Intended Users Agency administrators managing user access and auditing the user roster. Key Data First name, last name, email, role, location, active status, phone, license number, timezone, NAHU membership, created date, created by. Output Excel (.xlsx) or CSV (.csv). Notes Only accessible to users with user management permissions.
Cases 1. Benefits Purpose Lists all benefit records associated with cases/clients managed by the agency. Intended Users Brokers and agency staff managing benefit plan data across their book of business. Key Data Benefit plan name, carrier, coverage type, effective dates, associated case/employer, market segment. Output Excel (.xlsx) or CSV (.csv).
2. Calls Purpose Exports logged VoIP call records associated with cases and contacts. Intended Users Agency staff reviewing call activity for clients or tracking communication history. Key Data Call date/time, duration, direction (inbound/outbound), associated case/contact, call notes/outcome. Output Excel (.xlsx) or CSV (.csv).
3. Cases Purpose The core case/client export. Lists all cases in the agency with key case details. The most widely used report for CRM-style exports. Intended Users All agency users with case access. Key Data Case name, Case ID, market segment, status, effective date, renewal date, employees count employees, carriers, coverage types, address, phone. Output Excel (.xlsx) or CSV (.csv).
4. Case Associations Purpose Reports on relationships between cases (e.g., parent/child linkages, affiliated entities). Intended Users Agency staff managing complex multi-entity or affiliated group structures. Key Data Case name, associated case name, association type, address. Output Excel (.xlsx) or CSV (.csv).
Purpose Exports contact people records linked to cases — benefits administrators, decision-makers, etc. Intended Users Account managers and brokers who need a list of their key contacts per case. Key Data Contact name, title, email, phone, associated case/employer, contact role/type, address. Output Excel (.xlsx) or CSV (.csv).
6. Dependents Purpose Lists all dependents in the agency with key details. Intended Users Brokers and benefits administrators tracking dependents enrollment data. Key Data Dependent name, associated case, relationship to primary, date of birth. Output Excel (.xlsx) or CSV (.csv).
7. Employees Purpose Lists all employees in the agency with key details. Intended Users Brokers and benefits administrators tracking employees enrollment data. Key Data Employee name, Group information, Date of birth. Output Excel (.xlsx) or CSV (.csv).
8. Employees Eligibility Purpose Lists all employees eligible for benefits in a selected date range. Intended Users Brokers and benefits administrators tracking employees enrollment data. Key Data Employee name, Group information, Date of birth. Output Excel (.xlsx) or CSV (.csv).
9. Projected Revenue Purpose Forward-looking revenue projection based on active cases and their expected commission income. Intended Users Agency owners and finance staff forecasting commission income. Key Data Case/client name, carrier, current annual commission, projected annual commission, renewal date, broker, market segment. Output Excel (.xlsx) or CSV (.csv)
10. Sales Status Changes Purpose Tracks changes to the sales/case status field over time, providing a history of pipeline movement. Intended Users Sales managers and brokers monitoring deal progression and pipeline velocity. Key Data Case/prospect name, old status, new status, date of change, changed by, time in prior status. Output Excel (.xlsx) or CSV (.csv)
Commissions 1. Carrier Overview Purpose Summary of commissions received organized by carrier statement. Intended Users Brokers, agency owners, and finance staff reconciling carrier payments. Leadership and finance staff wanting a high-level carrier statement breakdown. Key Data Carrier name, date received, premiums, commissions, and number of cases paid. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Commissions permission.
2. Commissions Purpose Detailed report of all commission records received from carriers, broken down per policy/case. The primary report for commission income tracking. Intended Users Brokers, agency owners, and finance staff reconciling carrier payments. Key Data Client/case name, carrier, policy number, coverage type, effective date, paid date, premium, commission rate, commission amount, payment frequency, market segment. Output Excel (.xlsx) or CSV (.csv) — supports a column-level template to customize which fields appear. Notes Requires the Commissions permission. Writing Brokers may only see commissions on their own cases.
3. Commission History Purpose Multi-period variance trending report showing commission fluctuations over time. Intended Users Finance and leadership teams tracking commission trends across multiple periods. Key Data Case/client name, carrier, commission by period (multiple columns), total variance, trend direction. Output Excel (.xlsx) or CSV (.csv). Notes Only accessible to users with user management permissions.
4. Last Paid Purpose Shows the most recent commission payment date for each client/case. Useful for identifying cases that may have lapsed or have delayed payments. Intended Users Finance staff and brokers monitoring commission payment currency. Key Data Case/client name, carrier, last paid date, last paid amount, expected payment frequency. Output Excel (.xlsx) or CSV (.csv) Notes Requires the Commissions permission.
5. Reconciliation Purpose Reconciliation report comparing expected commission amounts against actual amounts received, highlighting discrepancies. Intended Users Finance staff performing monthly or quarterly commission reconciliation. Key Data Case/client name, carrier, expected commission, received commission, variance amount, period, policy number. Output Excel (.xlsx) or CSV (.csv) Notes Requires the Commissions permission.
6. Sub-Agents Commissions Purpose Detailed breakdown of commission splits paid out to sub-agents. Intended Users Finance staff processing sub-agent payments. Key Data Sub-agent name, case/client, carrier, gross commission, split percentage, sub-agent payable amount, paid date. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Commissions permission. Can be ran as a consolidated report or individual sub-agent reports.
7. Sub-Agents Splits Purpose Detailed report of commission split arrangements, showing how commissions are divided between sub-agents and agencies. Intended Users Finance staff and agency owners reconciling split payments. Key Data Case name, carrier, split recipient name, split percentage, split dollar amount, paid date. Output Excel (.xlsx) or CSV (.csv). Notes Requires commission access. Generates asynchronously for large datasets.
8. Sub-Agents Statements Purpose Generates individual commission statement documents for sub-agents, distributed monthly or per-pay period. Intended Users Finance staff generating and distributing sub-agent pay statements. Key Data Sub-agent name, period, itemized commissions per case/carrier, total earnings, split details. Output PDF per sub-agent; multiple statements bundled into a ZIP archive. Notes Requires the Commissions permission. Generates asynchronously.
9. Unpaid Commission Purpose Identifies clients/cases where commission payments have not been received or are overdue based on expected payment schedules. Intended Users Finance staff chasing missing commission payments from carriers. Key Data Case/client name, carrier, expected payment date, amount expected, days overdue, last paid date, policy number. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Commissions permission.
10. Variance to Expected Purpose Compares actual commission received against the expected/budgeted amount, highlighting over- and under-payments. Intended Users Finance staff and agency owners performing commission variance analysis. Key Data Case/client name, carrier, expected amount, actual received, variance (dollar and percent), period. Output Excel (.xlsx) or CSV (.csv) Notes Only accessible to users with user management permissions.
11. Variance to Prior Purpose Compares current period commissions against the prior period, showing growth or decline. Intended Users Agency management performing period-over-period financial analysis. Key Data Case/client name, carrier, benefit details. Output Excel (.xlsx) or CSV (.csv). Notes Only accessible to users with user management permissions.
Commissions (Pivot Table) 1. Broker of Record (BoR) Summary Purpose Summarizes cases by their Broker of Record, showing commission and case counts per broker. Intended Users Agency owners and administrators reviewing broker production. Key Data Broker name, number of cases, total premium, total/sub-agent commission. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Commissions permission.
2. Carrier Summary Purpose Condensed carrier-level summary with key financial metrics aggregated per carrier. Intended Users Leadership and finance teams wanting a high-level carrier breakdown. Key Data Carrier name, total policies, total premium, total/sub-agent commission. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Commissions permission.
3. Client Summary Purpose Summary-level commission report rolled up per client, showing total commissions received per case over a period. Intended Users Agency owners and brokers wanting a client-by-client commission overview without line-item detail. Key Data Client/case name, carrier(s),total/sub-agent commission, total commission. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Commissions permission.
4. Product Summary Purpose Condensed benefit-level summary with key financial metrics aggregated per product. Intended Users Leadership and finance teams wanting a high-level carrier breakdown. Key Data Product name, total policies, total premium, total commission, average commission rate. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Commissions permission.
5. Revenue per Client Purpose Shows total commission revenue generated per client/case over a specified period. Intended Users Agency owners and brokers reviewing client profitability and revenue contribution. Key Data Client/case name, total commission received, number of active policies, carriers, market segment. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Commissions permission.
6. Revenue per Client per Year Purpose Year-by-year revenue breakdown per client, enabling multi-year trend analysis. Intended Users Agency owners performing annual business reviews or preparing for client renewals. Key Data Client/case name, commission by year (one column per year), total lifetime commissions. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Commissions permission.
7. Sub-Agents Summary Purpose High-level summary of each sub-agent’s production metrics — case counts, premium volume, and commission totals. Intended Users Agency owners reviewing sub-agent performance. Key Data Sub-agent name, number of cases, total premium, total commission, active cases, markets served. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Commissions permission.
8. Sub-Agency Summary Purpose Rollup summary at the sub-agency level, for when sub-agents are organized into sub-agency groups. Intended Users Agency owners managing relationships with downstream agencies. Key Data Sub-agency name, number of sub-agents, total cases, total premium, total commission, period. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Commissions permission.
Sales 1. Carrier Purpose Exports carrier profile data for all carriers in the agency’s carrier list. Intended Users Agency staff who need an export of carrier contact and configuration data. Key Data Carrier name, Carrier details, state availability, product lines offered, state. Output Excel (.xlsx) or CSV (.csv).
2. Enrollment Kits Purpose Reports on enrollment kit creation, delivery, and completion status across cases. Intended Users Brokers and enrollment coordinators tracking kit distribution during open enrollment. Key Data Kit name, associated case/employer, status, carrier, date created, date sent, date completed, assigned broker. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Enrollment Kits permission.
3. Proposals Purpose Exports proposal records created for prospects and clients, including status and key terms. Intended Users Sales brokers and account managers tracking quote/proposal pipeline. Key Data Proposal name, associated case/prospect, carrier(s), plan(s), status, created date,assigned broker. Output Excel (.xlsx) or CSV (.csv). Notes Requires the Quotes permission.
4. Sales Team Purpose Reports on sales activity and case assignments by sales team member. Intended Users Sales managers reviewing team performance and case distribution. Key Data Team member name, role, cases assigned, cases closed, total premium, total commission, period. Output Excel (.xlsx) or CSV (.csv).
5. Sub-Agents Purpose Full export of sub-agent profile records. Intended Users Agency administrators and owners maintaining their sub-agent roster. Key Data Sub-agent full name,license info, contact info, address. Output Excel (.xlsx) or CSV (.csv)
6. Sub-Agents Carrier/Products Purpose Reports on which carriers and products are associated with sub-agent cases. Intended Users Agency owners and sub-agent managers reviewing sub-agent production by carrier/product. Key Data Sub-agent name, carrier, product/plan type, number of cases, total premium, total commission. Output Excel (.xlsx) or CSV (.csv)
Purpose Exports contact information for sub-agents associated with the agency. Intended Users Agency administrators managing their sub-agent network. Key Data Sub-agent name, agency name, contact email, phone, address, state licenses, associated cases count. Output Excel (.xlsx) or CSV (.csv)
Tasks, Tickets, and Notes 1. Case Tasks Purpose Tasks scoped specifically to individual cases. Intended Users Account managers reviewing task activity on specific cases. Key Data Task title, description, status, due date, assigned to, created by, case name, case status, priority, completed date. Output Excel (.xlsx) or CSV (.csv)
2. Checklists Purpose Exports checklist completion data associated with cases, showing which items have been completed and by whom. Intended Users Operations staff tracking onboarding, renewal, or compliance checklist progress. Key Data Case name, checklist name, item description, completion status, completed by, completion date. Output Excel (.xlsx) or CSV (.csv)
3. Notes Purpose Exports note records associated with cases and contacts. Intended Users Account managers and brokers reviewing communication history or preparing for client meetings. Key Data Note title, content/body, associated case/contact, created by, created date, reminder date, category/type. Output Excel (.xlsx) or CSV (.csv)
4. Sub-Agents Tasks Purpose Tasks associated with sub-agents or assigned to sub-agent users. Intended Users Agency staff tracking tasks related to sub-agent relationships and onboarding. Key Data Task title, sub-agent name, status, due date, assigned to, created by, completed date. Output Excel (.xlsx) or CSV (.csv)
5. Task History Purpose Historical log of task changes and completions, providing an audit trail for task lifecycle events. Intended Users Operations and compliance staff reviewing task history for accountability. Key Data Task title, event type (created, updated, completed, reassigned), date/time, performed by, associated case. Output Excel (.xlsx) or CSV (.csv)
6. Tickets Purpose Exports support ticket records — internal or client-facing requests tracked through the ticketing system. Intended Users Customer service staff and managers reviewing open and closed support items. Key Data Ticket title, description, status, priority, created date, due date, assigned to, associated case/client, resolved date. Output Excel (.xlsx) or CSV (.csv)
7. Workflow Activities Purpose Reports on workflow automation activity — which workflows triggered, which tasks were auto-created, and their completion status. Intended Users Operations staff and administrators monitoring workflow performance. Key Data Workflow name, trigger event, triggered date, associated case, tasks created, tasks completed, status. Output Excel (.xlsx) or CSV (.csv)
Report System Reference How Reports Are Generated Reports use a two-tier generation model:
Synchronous (small datasets): The report generates immediately when you click Run and downloads directly.
Asynchronous (large datasets or multi-file reports): The report is queued as a background job. You will receive an in-app notification and email with a download link when the file is ready. Only one report of a given type can run at a time — you can cancel an in-progress report from the Reports page.
Saving Report Templates Any report configuration (column selection + filters) can be saved as a named template. Saved templates appear in the report tab for quick re-use and are shared across all users within the same agency. Templates can be edited, duplicated, and deleted.
Output Formats Format Used For Excel (.xlsx) All standard reports CSV (.csv) All standard reports PDF Sub-Agent Statements Word (.docx) Comp Disclosure Form (Group) ZIP Archive Client Service report (multi-client files), Comp Disclosure Form (Group), Sub-Agent Commissions, Sub-Agent Statements (multiple statements)
Permissions Permission Controls Access To Manage Reports View, create, edit, and delete report templates Manage Commissions Commission-related reports (Carrier Commission, Commission Split, Bordereau, Variance, etc.) Activities Activities (Case Activity) report Manage Sub-Agents Sub-Agent reports Manage Intulse Calls Intulse Calls report Manage Email Campaigns Email Campaign reports User Management Users report
Note: Writing Brokers are restricted to reports containing only their own cases and cannot see other brokers’ data unless explicitly assigned.
