Inline Admin
All The Custom Reports You Want. And Then Some.
Just like with Inline CRM’s reporting power, Inline Admin comes with advanced reporting and data query capabilities, so you’ll do more than find answers.
You’ll take action to improve every angle of your extended warranty business with an always-growing number of default custom reports:
Cancels
- Cancel Logs
- Cancel Metrics by Target Variables
- Detail Cancel Logs
- Cancel Metrics by Geography
- Cancel Trend Analysis
Claims
- Claim Detail Listing
- Claim Processing Summary
- Open Claims Listings
- Paid Claims by Date
Sales
- Contract Detail Listing
- Dealer Cession Statement
- Sales Performance by Multiple Products
- Sales Summary by Vendors and Dealers
- Sales Performance by Geography
- Detail Contract Logs
Risk
- Earnings Extract Report
- Loss Analysis by Target Variables
- Loss Trend Analysis
- Detailed Reserve Earnings
- Detailed Allocation & Commission Earnings
Accounting
- Account Billing Statement
- Billing Account Balance
- Billing Balance Aging
- Payments & Deposits Report
- Reinsurance Statements
- Transactions by Date
Build Unlimited Custom Queries
Sometimes, you need to dig a little deeper. So, we made it easy for you to do, every time.
With our Custom Query Builder, you can find any extended warranty claim by mixing and matching nearly 70 different conditions, from Active Date to Type of Insurance.
Step 1:
Give your custom query a name
Step 2:
Assign a category
Step 3:
Give it a description
Step 4:
Build, save, then search for claims of that kind whenever you want
More Custom Data Report Features
Privacy and Security.
Limit access to specific data or reports to only those who need to know.
Create Data Portals.
Set it up so the reports and queries you run most often are front and center when you login.
Custom Reporting Module Benefits
Break the Surface.
Standard reports are fine for a surface level view. You can mine as much data as you want with Inline Admin.
Evidence-Based.
No more guesswork or answering “Probably.” You’ll make better decisions from factual analysis.
Define What’s Important.
Eliminate analysis paralysis by deciding what information is mission-critical.
Ready To Build Your Own Custom Report Templates?
All you have to do is ask. We’ll give you access to Inline Admin for you to create all the custom reports you can think of. Just fill out the form below.
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