Reports in Swivel are pre-configured views of your data, with filters already applied for common use cases. Reports provide a quick way to identify trends, review activity, and find specific records without building custom filters from scratch.
📌 Note: Reports let you access information in Swivel, but they aren't the only way to view your data. If a specific report doesn't exist, you can create a List with filters to see exactly the contacts or records you need. Lists allow you to apply custom criteria and generate results similar to a report.
See: Contact Lists
All of Swivel's pre-configured Reports can be accessed through the main menu by clicking Reports.
Which Report Should I Use?
If You Want To... | Recommended Report |
Find contacts with upcoming birthdays | Birthday Report |
Identify clients due for an annual review | Annual Reviews Report |
Review submitted business and sales activity | Sales Report |
Analyze product and policy data | Product Report |
View account contributions and withdrawals | Account Transactions Report |
Identify potential duplicate contacts or households | Duplicate Contacts Report |
Review when Personally Identifiable Information (PII) was accessed or edited | PII Report |
Monitor bounced or unsubscribed email addresses | Bounced Emails Report |
Review import history and imported records | Imports Report |
Audit your products for mapping to Swivel Summary | Mapped Products Report |
View screenshare activity and usage history | Screenshare Report |
Refining Report Results
All Swivel Reports can be further refined by updating filters, selecting a date range, and using the search bar to focus on the specific information you need.
📌 Note: The Date Range for Reports (excluding Birthday and Annual Review Reports) defaults to the current year. To change the date range, click the calendar icon and select one of the predefined ranges or enter a custom start and end date, then click Apply.
Report Visibility by User Role
Reports | Owner | Manager | Compensation | Agent | Staff |
Birthday Report | x | x |
| x | x |
Annual Reviews Report | x | x |
| x | x |
Sales Report | x | x | x | x | x |
Product Report | x | x |
| x | x |
Account Transactions | x | x |
| x | x |
Duplicate Contact Report | x | x |
| x | x |
PII Report | x | x |
|
|
|
Bounced Emails Report | x | x |
| x | x |
Imports Report | x | x |
| x | x |
Screenshare Report | x | x |
| x | x |
📌 Note: Reports are displayed based on User Role permissions. Depending on a user's permissions, some report options may not be visible. To learn more, please visit User Roles & Permissions.
Account Transactions Report
The Account Transactions Report displays all recorded transactions.
Use this report to review account activity, including contributions and withdrawals, within a specific date range.
Duplicate Contacts Report
The Duplicate Contacts Report displays potential duplicate contacts.
Use this report to identify and manage duplicate records directly within Swivel.
📌 Note: This report cannot currently be exported. Duplicate records should be reviewed and managed directly from the report by opening the contact record through the provided hyperlink.
PII Report
The PII Report displays when a contact's Personally Identifiable Information (PII) was accessed and/or edited.
Bounced Emails Report
The Bounced Emails Report displays email addresses that failed to receive a Broadcast Email.
Included Email Statuses
Bounced
Blocked
Spam Report
Dropped
Unsubscribe
Group Unsubscribe
Imports Report
Track import history, review imported contacts, and resolve duplicate records.
Screenshare Report
The Screenshare Report displays your organization's screensharing history with contacts.
Use this report to review:
Screenshare participants
Meeting dates
Total meeting minutes used
Screenshare usage history
🔍 Tip: This information is also available from the Billing page within Swivel.
Swivel Sync Report
Use this report to review the sync status for all applicable policies, accounts, carriers and institutions.
See: Swivel Sync Report
Bulk Updates Report
Use this report to review the bulk updates status for contacts.
See: Contact Bulk Updates
FAQs
Can I pin a report?
Yes. On the main Reports page, locate the report and click the pin in the corner.
Can I customize a report?
Yes. Most reports can be refined using filters, date ranges, and search criteria to focus on the information most relevant to your needs.
Can I export report results?
Many reports support exporting data. For more information, see Export Data via Reports.
What if I don't see the report I'm looking for?
Report visibility is determined by your user role and permissions. If you believe you should have access to a report, contact your account administrator.
What if a report doesn't exist for the information I need?
In many cases, you can create a List with custom filters to generate the specific results you're looking for. See Creating Contact Lists.
Why is my report empty?
Verify your date range, filters, and search criteria. Some reports only display records that meet specific requirements.