Ditch the Desktop Clutter: Share Agency Reports Instantly with “Export to Email”

You just generated the perfect Agency Payments Received (APR) report or filtered a crucial Policy List. The data is exact, and you are ready to share it with your accountant, management team, or business partners.

But instead of instantly sharing your success, you are forced into a tedious administrative routine: Export the file, save it to your desktop, open your email client, hunt down the attachment, and hit send.

What if you could skip all of those steps? With Commission Tracker’s Export to Email feature, you can. It is the fastest, most efficient way to distribute your agency’s vital data.

The Problem: The “Save and Attach” Trap

Every time you manually download and save a report just to email it, you are cluttering your computer and wasting valuable time. If you run multiple reports a week, those wasted minutes quickly add up to hours of lost productivity.

The Solution: One-Click Direct Emailing

Commission Tracker eliminates the middleman. With the Export to Email feature, you do not have to save files to your local hard drive.

You simply run your report, click the “Email” button located at the top of the report viewer, and hit send. The system instantly packages your report and delivers it as a clean, professional email attachment directly to your recipient.

Share ALL Your Critical Reports

The true power of the Export to Email feature is that it applies universally across your software. You can instantly distribute:

• Agency Payments Received (APR): Email total revenue numbers directly to your CPA for quick tax-season reconciliation.
• Policy Lists: Send a filtered list of active, expired, or terminated policies straight to your management team for review.
• Accounts Receivable: Blast an A/R report to your billing department so they can start hunting down missing carrier payments.

Complete Format Flexibility

Different reports require different formats. Your accountant may need an Excel file to run pivot tables on your APR data, while a business partner may just want a static PDF of your Policy List.

The Export to Email tool gives you total flexibility. Before you send the email, you can choose from multiple file formats (including Excel and PDF). The software automatically converts the report and attaches it in your chosen format, ensuring your recipient gets exactly what they need.

Reclaim Your Time

You invested in Commission Tracker to streamline your workflow. By leveraging the Export to Email feature, you eliminate desktop clutter and ensure your agency’s most important reports get into the right hands instantly.

Stop saving and start sending. See Commission Tracker In Action Today to see how our seamless reporting tools can speed up your agency!