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Reports Dashboard (Admins Only)
Reports Dashboard (Admins Only)

Indio's Reports Dashboard presents information about agent and clients activities within Indio.

Indio Communications avatar
Written by Indio Communications
Updated over a week ago

What is it?

The reports dashboard allows you as an Admin user to track both your agency's and client's usage on the platform.

Benefits of the feature:

The ability to track platform usage will allow you to determine who is having trouble on the platform and may need additional training or assistance. This feature also allows you to see what features the users are utilizing as well.

How to use the feature:

The default agents report dashboard will show the following metrics:

  • The number of unique logins by your agents

  • The number of agents who have completed at least 1 "activity" in the Indio that week including creating/marketing a submission, adding a form, sending an e-signature request, etc

  • How many applications your agents have added

  • How many e-signatures have been requested

This lets you keep track of a few different metrics that could be useful to your organization, such as:

  • Frequent users within your organization

  • What your employees are accomplishing within Indio

Curious as to how your Insureds are engaging with Indio? Our Reports feature sheds light on these data points as well. Some of the information that we compile includes: 

  • Client logins

  • Comments added

  • Forms signed

  • Forms submitted

Email History Report lets you keep track of the emails triggered. This report provides an audit log on all the emails.

Accessing the Reports Dashboard

Indio 2023-11-30 at 10.23.23 AM

At any time, you can select a single data point on the graphical reports and click on it to drill down to the underlying data, making it easy to zoom in on a specific area to get more insights.

Drilling down into your data

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

Note: The Indio Technologies platform is most optimized on browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.

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