| Question / Issue |
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| How do I create a new Report of contacts and export it? |
| Answer / Solution |
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- Log in to AgencyBuzz.
- Select Create New --> Report.
- Give the Report a title by entering a name in the Report Name field.
- Select Report --> Add Filter.
- Select from the And/Or drop down menu.
- And - Select this if you want the filter to be in addtion to another filter
- Or - Select this if you want the filter to be an
- Select from the Type drop down menu one of the following.
- Trend - Enter either an upward or downward trend you would like in the report
- Buzz - enter the Minimum and Maximum Buzz Score you would like in the report
- Note Follow Up - Select the soonest or Minimum Reminder Date and the latest Maximum Reminder Date and all contacts with Note Followups will be listed in this report
- Product Interest - Enter in the Product and Product Interest in the corresponding fields to
- Product Status Date - Select the Product, Product Status Date Type, soonest or Min Date and latest or Max Date.
- Policy Status - Select the Product and Policy Status and the Report will filter contacts based on this information
- Select Ok.
- Add as many filters as you would like repeating steps 4- 7.
- Click Save.
- Click Refresh to see the updated, filtered list.
- Click Export and your Report will open in Excel.
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KB ID # 1308
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