Introduction to the Business Summary Report

What is the Business Summary Report?

The Business Summary Report is an automated email feature in Agentcis that brings all your essential business activities such as, tasks, deadlines, appointments, contacts, applications, and performance indicators into a single, easy-to-read email.

Instead of manually checking different modules like Contacts, Tasks, Applications, Notes, and Office Check-ins, the Business Summary Report gathers everything and delivers it directly to your inbox.

This helps you:

• Start your day with clear priorities

• Monitor your team’s activities

• Track weekly performance trends

• Understand branch productivity

• Review company-wide progress

It is designed to save time, reduce manual tracking, and increase visibility across all important workflows.

Who Receives This Report?

The Business Summary Report is designed for three types of users in your organization:

1. Individual Staff

Focuses on daily personal tasks, appointments, assigned contacts, application updates, and reminders.

2. Branch Managers / Office Leads

Receives weekly branch-level insights like team performance, application progress, contact flows, and staff productivity.

3. Company Owners / Directors

Gets a complete overall business snapshot across all branches, including growth trends, conversions, and top-performing locations.

Types of Summary Reports

There are three types of summary reports, such as:

1. Individual Email Summary Report

• Sent daily (morning & evening)

• Also available weekly and monthly

• Contains personal work items and daily performance insights

2. Office Summary Report

• Sent weekly and monthly

• Shows team assignments, conversions, applications, tasks, check-ins

3. Company Summary Report

• Sent weekly and monthly

• Shows overall company health, branch comparisons, and global trends

Email Schedule (Based on the Time zone you select in the system)

Agentcis automatically detects and uses the user's time zone to deliver the reports.