How to Use Reports in Smartr365
Overview
Smartr365 includes a comprehensive set of built-in reports that help you track your business performance across mortgages, protection, referrals, and more. All reports can be filtered and exported to CSV.
Getting Started
Where to find it: Click Reports in the left-hand navigation menu. The default view opens the Introducer Lead Flow report.
Who can access it: Reports must be enabled for your firm. Individual reports may be restricted based on your user permissions -- you will only see reports you have access to in the navigation menu.
Available Report Categories
Business Reports
Introducer Lead Flow -- Shows the number of new leads introduced to your business by Introducers for a selected date range.
Lead Origin -- Shows where your leads come from, broken down by introducer.
Activity -- Shows the number of products in each status for a selected date range.
Introducer -- Provides a detailed view of introducer performance.
Adviser Conversion -- Tracks an adviser's mortgage conversion rates.
Total Written -- Combined total of an adviser's Written Mortgage and Written Protection commissions.
Product Breakdown -- Shows the breakdown of different product types with a pie chart.
Product -- Shows the product flow for each product type with dial charts.
Mortgage Reports
Mortgages Written -- A detailed report of all written mortgages.
Mortgages Completed -- Same detail for completed mortgages.
Pipeline -- Tracks mortgage progress through Written, Offered, and Completed stages.
Conversion Rate -- Shows conversion rate metrics per adviser.
Remortgage Opportunities -- Lists upcoming remortgage opportunities by month.
Protection Reports
Protection Written -- Shows written protection policies.
Protection Completed -- Shows completed protection policies.
Referral Reports
Valuable Client Referrers -- Ranks your most valuable client referrers.
Mortgage to Protection Team -- Shows how many mortgage offers each adviser has referred to the protection team.
Using Report Filters
Each report displays relevant filters at the top of the page. Common filters include:
Date Range -- Select a start and end date for your report period.
Advisers -- Filter results to specific advisers.
Introducers -- Filter results to specific introducers.
Finance Type -- Choose between Mortgages, Life, or Buildings & Contents.
Providers -- Filter by specific lenders or providers.
After setting your filters, click Generate Report to view the results. Use Clear Filters to reset all filters.
Exporting Reports
Most reports can be exported as CSV files. After generating a report, click the three-dot actions menu and select Download CSV.
Note: CSV export must be enabled for your firm. If you do not see the export option, contact your System Administrator.
Frequently Asked Questions
Q: Why do I see "No Results" after generating a report?
A: Try broadening your date range or removing some filters.
Q: Why can I not see certain reports in the navigation?
A: Each report requires specific permissions. Contact your System Administrator to check your access levels.
Q: Why is the Download CSV option not showing?
A: CSV export is controlled by a firm-level setting called "Allow Client Data Export". Ask your System Administrator to enable it.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.