InsuredMine CRM | Optimize and Grow Your Insurance Agency

Select Table Column in Master Report

A  new addition within our master reports section within the deal charts, the select table Column feature allows users to customize the view of their data reports by selecting which columns to display. This enhancement offers greater flexibility and control over the information presented, ensuring that users can focus on the most relevant data points for their needs.

Use Case: A newly added table column within the Master Report section will show data according to the columns you selected, allowing you to review and analyze the information with your preferred layout.

To View the Enhancement:

  • Navigate to the Sales Dashboard.
  • Select Master Report.
  • Now we have newly added table columns within the Master Report section.
  • A short window panel will now appear from the right, where you need to select.
  • We have dots option where we can drag the column position as per user Selection.
  • The data will be displayed according to the columns selected from the table.

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