July 2026 - Custom Reports

Reporting shouldn't mean exporting everything and cleaning it up in a spreadsheet. With the new Custom Reports feature, you build the report you actually want once, save it, and reuse it whenever you need it.

Here's what you can do

• Save preset reports with a name and description, so recurring reporting needs are one click away.
• Choose exactly the data points you want, right down to individual policies and their specific fields.
• Let AI build your columns by describing the report in plain language — or pick the columns manually.
• Control the layout by reordering columns, and preview the report before you save it.
• Email reports to yourself and any number of recipients.
• Export to Excel or CSV, depending on whether you're reading the report or feeding it into another system.

Recurring scheduled email reports are coming in a future release, so stay tuned.

Learn more about Custom Reports →