Leavitt Pacific is looking to be able to report usage by client user, not just by client. They would like the Group Usage report to also have a column for client admin user so they can see who in the client organization is actually using the Risk Management Center.
Hi Team,
Please see below request from Leavitt Pacific. Is there a way to report on Clients by batches (or by associated Producer) or are the only reporting options
a complete Agency usage report or individual Client report?
Jana is trying to come up with a way to not have to do this manually.
Please reply all.
Thank you!
Wendy
Wendy Brezinsky, Business Development Specialist
Sales Force Development Group Resources
216 South 200 West | Cedar City, UT 84720
Phone: 435.865.3837 | Cell: 925.786.3322 |
wendy-brezinsky@leavitt.com
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From: Jana Hinkle
Sent: Wednesday, June 26, 2019 11:48 AM
To: Wendy Brezinsky
Cc: Kerry Tuma ; Nick Campo ; Karl D. Hawkins ; Frederick J. Stafford
Subject: Reporting on RMC
Is there a way we can get a report by that would show usage
By client
By user and each users activity separately? This would be a great asset for the producer to review with the client. It would be a great
item to include in our marketing package for underwriters showing they individual company is “engaged” in risk management.
If there was a report option to say enter 5 clients at a time {save me A LOT of time}. If one does not exist – how can we make it exist?
Best Regards,
Jana Hinkle, CISR
Account Manager
Resource Development Specialist
Leavitt Pacific Insurance Brokers | CA Lic. #0D79674 | 1330 S Bascom Ave | San Jose, CA 95128
Direct: 408.364.8125 | Fax: 408.298.7635
jana-hinkle@leavitt.com
www.leavitt.com/leavittpacific
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Hi Wendy,Regarding reporting by actual user at the client level, the Risk Management Center does not currently have the functionality to identify the users in this way. There are also no reports that can be generated at the Producer level. So yes, the only reporting options are the Agency and the individual client. Please let me know if this answers your question.
Kenneth Hopkins
Succeed Management Solutions | software.support@succeedms.com | RMC Support: (503) 766-6063 | www.kpaonline.com
Hi Kenneth;
Since the data is being captured for the current reports – could we not “Modify” the group usage report
I would think that adding individual user info could just be a drop down?
Can we have KPA create a Modified Usage report?
Best Regards,
Jana Hinkle, CISR
Account Manager
Resource Development Specialist
Leavitt Pacific Insurance Brokers | CA Lic. #0D79674 | 1330
S Bascom Ave | San Jose, CA 95128
Direct: 408.364.8125 | Fax: 408.298.7635
jana-hinkle@leavitt.com
www.leavitt.com/leavittpacific
Sign
Up for Leavitt Group News & Updates
RISK MANAGEMENT CENTER
Help protect your company with the
Risk Management Center,
a unique web-based software suite of
safety and risk management
tools designed to empower your organization’s
risk prevention efforts.
Is
your safety, health, HR, and risk management program working?
Click
here
to learn how you can jump start your program, get
proactive,
save
time, and reduce unnecessary costs!
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NOTICE: Please note coverage cannot be bound or altered, nor
claims accepted via email
without express written acknowledgement from our office.
Hi Kenneth;
Since the data is being captured for the current reports – could we not “Modify” the group usage report
I would think that adding individual user info could just be a drop down?
Can we have KPA create a Modified Usage report?
Best Regards,
Jana Hinkle, CISR
Account Manager
Resource Development Specialist
Leavitt Pacific Insurance Brokers | CA Lic. #0D79674 | 1330
S Bascom Ave | San Jose, CA 95128
Direct: 408.364.8125 | Fax: 408.298.7635
jana-hinkle@leavitt.com
www.leavitt.com/leavittpacific
Sign
Up for Leavitt Group News & Updates
RISK MANAGEMENT CENTER
Help protect your company with the
Risk Management Center,
a unique web-based software suite of
safety and risk management
tools designed to empower your organization’s
risk prevention efforts.
Is
your safety, health, HR, and risk management program working?
Click
here
to learn how you can jump start your program, get
proactive,
save
time, and reduce unnecessary costs!
Sign Up
for Leavitt Group News & Updates
NOTICE: Please note coverage cannot be bound or altered, nor
claims accepted via email
without express written acknowledgement from our office.
Hello Jana,I can submit this request to our development team. The challenge would not be so much the report itself, but whether we actually have logging by user.
Kenneth Hopkins
Succeed Management Solutions | software.support@succeedms.com | RMC Support: (503) 766-6063 | www.kpaonline.com
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