Reports index
About this guide
Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Choose the report for your task below. Reports in the navigation groups Call Metrics, Quote Metrics, Transaction Metrics, E-Sign Report, Quotes Report, and To-Do Report; other reports remain with their related tool.
Find a call or review call activity
Section titled “Find a call or review call activity”| Item | Guidance |
|---|---|
| Active Calls | Live calls and customer lookup. |
| Call Search | History by number, dates, direction, or result; read submitted reports. |
| Call Report | Submit or update a call report. Dates cover today through 31 days before today. |
| Call Metrics | Activity trends. |
| Call Stats | Compare call activity with browser-saved Set Goal values. |
Check customer follow-up
Section titled “Check customer follow-up”| Item | Guidance |
|---|---|
| E-Sign Report | Find standalone signing requests and their history. Workflow signing stays in its Workflow. |
| Leads Report | Find leads and update follow-up status. |
| Quotes Report | Find quotes and contact history. |
| Quote Metrics | Performance trends and follow-up suggestions. |
| Quote Stats | Mapped quote locations. |
| To-Do Report | AMS follow-up and renewal history. |
Review accounting work
Section titled “Review accounting work”| Item | Guidance |
|---|---|
| Transaction Queue Report | Processing status and history. |
| Transaction Search | Carrier, Merchant, AMS, and Bank Deposits records. |
| Transaction Matching | Compare source records for reconciliation. |
| Transaction Metrics | Source totals and trends. |
| Transaction Summary | Office summaries and PDF export. |
| Transaction Files | Supporting files and deposit slips. |
Check goals and training results
Section titled “Check goals and training results”| Item | Guidance |
|---|---|
| View Office Goals / View Agent Goals | Monthly targets, progress, and projections. |
| Training Results | Quiz attempts, scores, answers, and assignment history. |
Use the guide for the report you need
Section titled “Use the guide for the report you need”Match the office or agent, dates, filters, and date type before comparing reports. A creation date and a transaction date can describe different events.
| Item | Guidance |
|---|---|
| Call instructions | Call tools and reports. |
| Follow-up instructions | Leads, Quotes, and AMS To-Dos. |
| Accounting instructions | Transaction search and matching and Transaction reports and files. |
| Training instructions | Training assignments and results. |