There is a new tab on the Reports menu-- Submission Reports. This provides analytics for managing how an agency uses Indio for data collection submissions. The Submission Reports tab is available for Admins, like the Agent Reports and Client Reports tabs. This is also available for Managers so they can track how Indio is being adopted by the agents in their region(s).
Submissions by Assigned Agent chart: shows the number of submissions to which each agent is an assigned agent. For each agent, this is segmented by submission type-- lead capture, new business (not a renewal), or renewal.
Submissions by Region chart: shows the number of submissions by region. This shows a comparison of the submissions created by region.
Data Table
For each chart, the data table on the right shows the list of submissions included in the chart on the left. Use the Download data option for the data table to download the submissions list to an Excel spreadsheet, CSV file, or other file format.
You can also use the View, Expanded option to see an expanded view of the data table.
Filtering Options
The data shown on the Submission Reports tab can be filtered as follows:
Region: Select one or more regions to show submissions only for accounts in those regions. Admin users can select from the full list of regions for the agency. Managers can select from a list of only the regions to which they have access.
Created Month: Select a range of months for showing submissions based on the month in which a submission was created. By default, this asks for submissions created in the last number of months. However, there are other options for selecting a range of months.
Agent: Select an option to see submissions for only active agents, for only deactivated agents, or for all agents regardless of status. By default, "active or deactivated" is selected so submissions data appears for all agents.
After changing any of the filter options, click the circular update button (on the right of the filter options) to refresh the charts with current data based on the options entered.
Drilldown Options
To see the details for any one agent, click on the agent's name (the x-axis label) and then choose the View Data For <Agent Name> option.
You can also click on a bar in the chart and select "Show All ..." to see the same details.
The drilldown option for an agent displays the following data table:
Download Data Options
To download the data behind a chart, click the overflow menu (3 vertical dots) in the upper right corner of a chart and select Download data.
Enter the options for downloading the data to a file.
A file is downloaded to your browser.
Note that the data download for a chart only includes the variables that appear in the chart. To download the list of submissions, use the download data option for the data table to the right of the chart.
Language
The reports currently support these languages:
English (United States)
English (Canada)
French (Canada)
The Change Language option for a user determines the language used for the reports.
Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com.
Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.