---
title: Reports Tool Overview
description: This article briefly describes how to navigate to and use the reports tool
---

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1. [Help Center](https://helpcenter.coverforce.com/?hsLang=en)
2. [Tools](https://helpcenter.coverforce.com/tools?hsLang=en)
3. [Reports](https://helpcenter.coverforce.com/tools?hsLang=en#reports)

# Reports Tool Overview

## This article briefly describes how to navigate to and use the reports tool

**Reports Tool Overview Video:**

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---

 

Your agent portal comes equipped with a robust reporting tool. To use this helpful tool, you will want to navigate to **Reports Center** under 'Tools' in the navigation bar, as seen in the below screenshot.

![](https://helpcenter.coverforce.com/hs-fs/hubfs/Screenshot%202024-12-15%20at%2010-24-21%E2%80%AFPM-png.png?width=688&height=325&name=Screenshot%202024-12-15%20at%2010-24-21%E2%80%AFPM-png.png)

Once here, you will notice that there are two options; **Add Scheduled Report** and **Generate Report.**![](https://helpcenter.coverforce.com/hs-fs/hubfs/Screenshot%202024-12-15%20at%2010-24-37%E2%80%AFPM-png.png?width=688&height=327&name=Screenshot%202024-12-15%20at%2010-24-37%E2%80%AFPM-png.png)

**- Add Schedule Report -** This option gives you the ability to schedule reports that you can set up to receive on a regularly scheduled cadence. 

![](https://helpcenter.coverforce.com/hs-fs/hubfs/Screenshot%202024-12-15%20at%2010-32-09%E2%80%AFPM-png.png?width=552&height=411&name=Screenshot%202024-12-15%20at%2010-32-09%E2%80%AFPM-png.png)

- **Generate Report -** This option allows you to generate a one-off report.

![](https://helpcenter.coverforce.com/hs-fs/hubfs/Screenshot%202024-12-15%20at%2010-31-59%E2%80%AFPM-png.png?width=555&height=279&name=Screenshot%202024-12-15%20at%2010-31-59%E2%80%AFPM-png.png)

- [Getting started](https://helpcenter.coverforce.com/getting-started?hsLang=en#main-content)

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- [Adding Your Broker Codes](https://helpcenter.coverforce.com/adding-your-broker-codes?hsLang=en)
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- [Tools](https://helpcenter.coverforce.com/tools?hsLang=en#main-content)

    - [Appetite Guide](https://helpcenter.coverforce.com/tools?hsLang=en#appetite-guide)
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