Report Parameters

1. Name
2. Primary Field - Individual Client, Group Client, Worksite Client, Agent, Carrier, Product, Type
3. Secondary Field - All or specific item from Primary Field
4. Status - Active, Termed, Not Taken
5. Calculate - Annulaized Premium, Projected Commission, Actual Commission
6. Start Date
7. End Date - results available up to 10 years.
   

Report Results

Add

1. Go to the Main Menu.
2. Click Reports – Analytics.
3. Click ADD REPORT.
4. Enter a report name.
5. Select a Primary Field.
6. Select a Secondary Field.
7. Select a Status.
8. Select Calculate Field.
9. Enter Start Date.
10. Enter End Date.  A maximum of 10 years is available.
11. Click SAVE.

Edit

1. Go to the Main Menu.
2. Click Reports – Analytics.
3. Click the box next to the report to edit.
4. Click the edit icon  .
5. Make changes.
6. Click SAVE.
   

Duplicate

1. Go to the Main Menu.
2. Click Reports – Analytics.
3. Click the box next to the report to duplicate.  Only one report at a time can be duplicated.
4. Click the duplicate icon .
5. Make changes.
6. Click SAVE.
   

Delete

1. Go to the Main Menu.
2. Click Reports – Analytics.
3. Click the box next to the reports to delete.
4. Click the delete icon .
5. Click CONTINUE.
   

Export

1. Go to the Main Menu.
2. Click Reports – Analytics.
3. Click the report name.
4. Click the export icon .