Find a report
About this guide
Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Start with the task below, then set the office, dates, and filters. Open Dashboard for today’s work queues.
Calls and follow-up
Section titled “Calls and follow-up”| Item | Guidance |
|---|---|
| Active Calls / Call Search | Live calls / call history and submitted reports. |
| Call Report | Submit or update a report for today through 31 days ago. |
| Call Metrics / Call Stats | Activity trends / browser-saved Set Goal comparisons. |
| E-Sign Report | Standalone requests and history. Workflow signing stays in its Workflow. |
| Leads Report / Quotes Report / To-Do Report | Leads, quotes, or AMS follow-up and renewal history. |
| Quote Metrics / Quote Stats | Performance and follow-up suggestions / quote locations. |
Transactions
Section titled “Transactions”| Item | Guidance |
|---|---|
| Transaction Queue Report | Import status and history. |
| Transaction Search / Transaction Matching | Find records / compare sources. |
| Transaction Metrics / Transaction Summary | Trends / office totals and PDF export. |
| Transaction Files | Supporting files and deposit slips. |
Follow Search and matching or Reports and files for steps.
Goals and training
Section titled “Goals and training”| Item | Guidance |
|---|---|
| View Office Goals / View Agent Goals | Monthly targets, progress, and projections. |
| Training Results | Quiz scores, answers, attempts, and assignment history. |
When comparing reports, match office or agent, dates, and filters. Creation, transaction, and upload dates can measure different events.