Each of the classic Smartr365 reports has a home in Reporting, either as a ready-made report in Browse reports or as a table you can build in a few clicks. Open Reporting and search for the name in the right-hand column.
Report by report
Classic report | Where to find it in Reporting |
Introducer Lead Flow | Mortgage lead flow, or Daily lead flow for day by day |
Introducer Lead Report | Build a table: open Custom report and add Introducer company (or Introducer branch or Negotiator), Number of cases and Offer qualified |
Adviser Lead Report | Adviser league table or Mortgage lead flow |
Introducer Detailed Report | Mortgage case detail, then add the introducer columns |
Activity / Status Report | Activity by status group, or Sales pipeline for individual stages |
Product Report | Total written by product, and Product breakdown for your product mix |
Total Written Report | Total written by product |
Business Report | Business report |
Adviser Conversion (Product Status) | Mortgage case detail, then add the status and offer date columns |
Adviser Conversion Rates | Adviser conversion rates |
Mortgages Written | Mortgages written — case detail |
Mortgages Completed | Mortgages completed, or Mortgage case detail with a Completed between filter for one row per case |
Pipeline | Sales pipeline, with Conversion rate trend for conversion |
Conversion Rate | Conversion rate trend |
Remortgage Opportunities | Remortgage opportunities |
Protection Written | Protection written or Protection overview, and Protection case detail for one row per case |
Protection Completed | Protection case detail, with a Protection workflow status filter |
Lead Origin (Where My Leads Come From) | Leads by introducer |
Valuable Client Referrers | Valuable client referrers |
Mortgage → Protection Referral | Protection penetration by adviser and Cross-sell conversion |
Introducer Notes | Not in Reporting. Notes stay on the case |
Once you've found a report, you can keep it on a dashboard. See Add a report to a dashboard.
What's different
Dates. Each report counts by the date that matters for it: written reports by written date, completed reports by completion date, lead reports by lead date. See The ready-made reports.
The Business report is by month. It shows written and completed business side by side for whole months. A date range that starts or ends mid-month includes the whole of those months.
Your view depends on your role. Advisers see their own cases; managers and system administrators see the whole firm.
Figures refresh four times a day rather than being live. See How up to date is Reporting?.
Not in Reporting yet
Pensions and investments aren't included in product totals.
Lead Origin's monthly average and all-time total aren't available. Leads by introducer shows leads in the period you choose and each introducer's last lead date.
Team views. A manager sees the whole firm rather than just their own team.
Introducer Notes remain on the case rather than in a report.