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Agency Relationship Manager (ARM): View Detailed Reports
Agency Relationship Manager (ARM): View Detailed Reports

Explore reporting from the dashboard of your Agency Relationship Manager

Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Similar to your ISN dashboard, the ARM dashboard has several high level reports for you to review at once. 

Most reports from here can be explored further via the Details button to the top right. 

This will take you to a detailed breakdown of data behind the graph and allow you to manipulate it further. 

Use the State Date and End Date fields to grab your desired dates. Then select Arrange By to view the data by monthly and/or weekly periods. 

Once you are happy with your selection, and want to manipulate it further, select Download. This will start downloading a CSV file.

Easily navigate to another report from this screening using the Select Report button towards the top right.

Once clicked just choose which report you would like to view or work on next..

If you have any questions about this process please let us know! You can reach us by chat, email at, or phone at (800) 700-8112.

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