Custom Reports Built From Your Data Model
Prudens is planning a HubSpot-style reporting workspace where teams can define reports from the data model, then turn the same source into charts, tables, recent lists, and operational dashboards.
Reporting That Starts With the Data Model
The planned reporting builder will let each team shape views from the same structured records Prudens already understands.
Choose a data source
Select an object from the Prudens data model, such as accounts, policies, activities, submissions, certificates, or pipeline records.
Define filters and segments
Filter by status, owner, carrier, date, line of business, account tier, or any configured field, with support for all/any rule logic.
Select the view
Present the result as a chart, table, recent list, stat tile, activity timeline, or dashboard component depending on the question.
Group, sort, and compare
Group results by carrier, producer, stage, day, product line, or another data-model field. Sort newest first, rank by value, compare periods, and surface exceptions that need attention.
Save and share operational views
Save a report for a team, embed it into a dashboard, and give different roles the focused view they need without creating duplicate data definitions.
What Teams Will Be Able to Build
Custom reports can move from executive visibility to the operational queues people use every day.
Service performance
Certificate volume, completion time, SLA misses, open requests, and workload by team or account tier.
Carrier and renewal health
Sync status, stale records, renewal readiness, premium movement, and carrier activity in one reporting layer.
Pipeline visibility
Stage movement, conversion, aging, owner workload, source performance, and opportunities needing action.
Automation impact
Workflow completion, agent activity, approvals, escalations, exception volume, and time saved by automation.
Built on the Prudens data model
The planned report builder will use the same structured definitions behind Prudens records and configurable views. That means reports can follow the fields, relationships, and ownership rules already used by the AMS.
- Use standard and company-defined objects.
- Expose typed fields for reliable filters and comparisons.
- Keep report definitions connected to the source records.
Planned, not available yet
Custom report creation, chart configuration, aggregation, and dashboard publishing are planned capabilities. The current product already provides the underlying data model, record tables, sorting, filtering, stat-style views, and activity timelines that this reporting layer will build on.
We will use those foundations to make reporting configurable without requiring a separate analytics database or duplicated definitions.
Make every operational question reportable
Prudens is building reporting around the data model so agencies can create views that match how their teams actually work.
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