Reports

How to Save and Share Report Templates

If you send the same set of reports for every account, save them as a template. Next time, pick the template instead of selecting each report again, and share it so your team sends a consistent package.

Save a template

  1. Open a mod file and go to the Report Center.

  2. Select the reports you want, such as a cover page, a producer, Actual vs. Expected Losses and the Experience Mod Summary.

  3. Open the panel on the right by clicking the report image or the chevron.

  4. Select Save as template and name it.

  5. To make it available to your team, choose to share it with other users.

  6. Save.

Use a saved template

At the top of the Report Center, under Saved Reports, select the template. Its reports are selected for you, ready to download.

Templates vs. Favorites

  • Saved template: saves a full set of selected reports so you can download them together, and can be shared with your team.

  • Favorite: stars a single report so it's quicker to find. Favorites aren't shared.