SiteLink allows you to share insurance reports with third-party insurance providers. Here’s how to schedule a Reporting Job and share insurance reports. You can run reports both automatically and manually.
How to Automatically Run Insurance Reports
1. Log into SiteLink Corporate Control Center.
2. From the Site Setup tab, click Report Scheduler. | |
3. Click Add to add a new insurance Reporting Job or Edit to make changes to an insurance Reporting Job that has already been set up. |
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4. Fill in the Schedule Options with name, description and the time to start the job. Then click Select Sites. |
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5. Under Scheduled Reports. Select the following Reports. INSURED ROLL, INSURANCE ACTIVITY, and INSURANCE STATEMENT with the file type as PDF. Select OK.
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6. Under Report Recipients select the + button below to add the recipient’s email address. Click OK. |
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7. Once the recipient's email has been added, select and click Add to move from Available Distribution Groups, over to E-Mail Job to the Following Groups. Click OK. |
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Note: Repeat steps 3-5 to also create an .xlsx report. In Step 3, select the .xlsx - Raw dataset option. |
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8. You now have two new insurance reports; one in PDF format, the other in xlsx Raw dataset format. You can share these reports with third-party insurance providers. |
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How to Manually Run Insurance Reports
1. Log into SiteLink Web Edition and click Reports from the menu on the left. | |
2. Double click one of the three available insurance reports to view it. Available Insurance reports are:
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3. Select the Reporting Period start date and the time period you would like included in the report. You can also select Start & End Dates to customize your reporting period. Select OK to view the insurance report. | |
4. The insurance report appears. You can export it into CSV or Excel format and send to your third-party insurance provider. | |