Preset Date Range
Overview
Selecting one of the 13 Presets (such as "Last Month" or "Last Year") automatically sets the From and To date range for your reports.
📊 Compatible Reports
The presets and saved preference features are available on the following reports:
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Accounts Receivable (Remembers preferences only)
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Payment Discrepancy
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Book of Business
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Agency Payments Received
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Agent Commissions Earned
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Agency vs Agent Commission Comparison
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Policy List
💾 Smart Filters
The seven reports listed above will remember your Date Range, Sort and Subtotal, and Report Format settings from your previous session, eliminating repetitive data entry.
💡 Best Practices
- ✅ Efficiency: Use presets for monthly reconciliation to ensure you never miss a day in your reporting cycle.
- ✅ Consistency: Let the system remember your "Sort and Subtotal" preferences to keep your internal agency presentations looking the same every month.