Business Reports

  Business Reports – Account Based Reports

InsurancePro also generates reports for you based on the payments that you receive and the checks that you write.

Account based Income & Expense Report:

Whenever a payment is received or a check is written through InsurancePro, the user has to categorize the payment into an Account. (For more details on InsurancePro Accounting, click here). The management can frequently overview all these transactions, and they can also generate Income and Expense report based on the transactions occurring in the Office. This is extremely helpful in assessing the overall profit the business is generating.

To generate the Account based Income & Expense Report, click on "Account Based" from the sliding "Report Options" menu. If you want to look at the income from a particular location, you can choose that under "Generate for". Click on Generate to view the report. The report will basically display the total amount received in your office, grouped by Accounts, in the Income Section. It will also display the total amount written in checks from your office, again grouped in Accounts.

Income Summary:

You can also get a quick overview of all the totals that you have accumulated, by clicking on "Income Summary" from the sliding "Report Options" Menu.