Reports and dashboard
Get ready reports without rebuilding Excel sheets
See today’s priorities on the dashboard and open current business reports whenever you need them.
FY 2026–27 · 1 Apr 2026 to 31 Mar 2027
Start the day with the right work
The dashboard can show active customers, active policies, renewals, pending referral payouts, today’s meetings, families due for a review, lead follow-ups, loan work, birthdays and recent customers. What appears depends on the modules in the organisation’s plan and the user’s permissions.
Reports for everyday management
AgentDesk includes ready reports for:
- Business overview
- Customer register
- Pending KYC and proofs
- Birthdays and anniversaries
- Renewal due list
- New insurance business
- Premium summary
- Claims register
- Open claims ageing
- Settlement ratios
- Bond holdings and maturity schedule
- FD book and maturity schedule
- Lead pipeline
Loan reports and payout information are available when the loan module and the required permissions are enabled.
Use Indian financial-year periods
Choose date presets such as This FY and Last FY, based on the April-to-March financial year, or select a custom period.
FY 2026–27 · 1 Apr 2026 to 31 Mar 2027
Share reports in useful formats
Export reports to Excel, CSV or PDF from the web. With the mobile app (coming soon), PDF reports can be shared directly from the phone.
Control who sees each report
Admins can decide which roles can open each report. Sensitive business or payout information stays available only to the right people.
Related pages
Keep your business numbers ready every day
Replace month-end report preparation with current, exportable MIS.
