Stop Saving and Attaching:

Let’s set the scene: You just ran the perfect Agency Payments Received (APR) report. The data is flawless, the totals are exactly what your accountant needs for months end, and you are ready to share it.

But then the manual madness begins. You export the file. You save it to your desktop (and hope you remember what you named it). You open your email client, draft a message, hunt down the file to attach it, and finally hit send.

If you are doing this for multiple reports a week, you are wasting valuable time.

What if you could skip all those steps and share any report directly from your software? With Commission Tracker’s Export to Email feature, you can. It is the ultimate shortcut for distributing your agency’s most critical data.

The Power of Direct Emailing

In Commission Tracker, all reports can be exported to Excel, PDF, and other formats. But the real magic happens when you realize you don’t actually have to save them to your computer first.

With the Export to Email feature, you can email a report directly to yourself, your accountant, or your agency partners with a single click. You simply run the report, click the “Email” button at the top of the screen, and hit “Send.” The exported file is automatically delivered as a clean, professional email attachment to your recipient.

It is the fastest, most recommended method for sharing data in Commission Tracker.

Share Your Most Critical Reports in Seconds

Because this feature applies to all reports, the possibilities for streamlining your workflow are endless. Here are just a few ways you can use Export to Email to speed up your day:

• The APR Report: Need to send your total revenue numbers to your CPA or business partner? Run the Agency Payments Received report, click “Email,” and they instantly have the exact totals they need for tax time or financial forecasting.
• The Policy List Report: Do you need to send a quick list of active, expired, or renewed policies to a manager? Run your Policy List, filter it exactly how you want it, and email it straight from the viewer.
• Accounts Receivable & Book of Business: Whether you are emailing a list of delinquent payments (A/R) to your collections team or sharing the total value of your agency’s book (Book of Business) with an investor, the data gets where it needs to go immediately.

Choose Your Format

Different recipients need different file types. Your accountant might want an Excel file so they can run pivot tables, while a agent  might just need a static PDF.

The Export to Email feature gives you total flexibility. Before you hit send, you can choose from multiple file formats, ensuring your recipient gets the data exactly the way they want it, without you having to convert files manually.

Close Out Your Month in Minutes

You invested in Commission Tracker to make your life easier and your business more efficient. By utilizing the Export to Email tool for your APR, Policy Lists, and other essential reports, you eliminate the clunky “save-and-attach” routine from your daily workflow.

Stop searching for saved files on your desktop and start sharing your data effortlessly. Schedule your demo today and see how Commission Tracker keeps your agency moving at top speed.