Using the Custom Production Overview Report

You can use the Custom Production Overview Report to see comprehensive risk level data about the Quotes and Policies created by your agency

Applies to:

• Agency Owners
• Managers
• Administrators
• Producers

This article explains how you can use the Custom Production Overview Report to see production data related to their Producers, Lines of Business, Marketing Companies and Carrier. It is the most comprehensive report about policy data available in BindHQ.

You can access this report by going to the “Reports” tab in the side navbar, then going to “Production”, and then selecting “Custom Production Overview.”

This report can be used to look at production on a customized basis. 

It includes the following columns:

Under the Month category:

• Date
• Daily Average
• Apps
• MTD ($)
• MTD ($) - New Business
• Target ($)
• Tracking (%)

Under the Year category:

• Date
• YoY Growth 
• YTD ($)
• YTD ($) - New Business
• YTD Target $
• Target ($)
• Tracking (%)
• YTD
• Year
• YoY Growth (%)