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What are the criteria for the 'At a glance' reports?

Ben Coleman
asked this on Feb 16 15:49

Hi

Can any one expalin were the at a galnce report is taken from, and what fields / transaction are included?

 

Many thanks

 

Ben
 

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Colin Kippin
ADM Network Ltd

Hi Ben,

That is not a standard report, is it something that has been created for you ?

 

Colin

 

February 16, 2012 16:21
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Colin Kippin
ADM Network Ltd

Hi Ben,

Just realised you meant the graphical charts at the top of the Reports Menu.

There are 3 pie charts and 2 bar charts - is there any one in particular that you are querying ?

Regards

 

Colin

 

February 16, 2012 19:06
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Mark Williams
Choice Insurance

I would like some info on this too. The amounts shown on the "At a Glance" graphical reports do not tie up exactly with our reports. It could be that cancellations/MTA's are not included but may be something else.

February 22, 2012 00:03
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Colin Kippin
ADM Network Ltd

Hi,

I will investigate exactly what Conditions each report uses and update here shortly.

 

Colin

 

February 22, 2012 08:57
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Adam Bishop
ADM Network Ltd
Ajax_loader_small Answer

Hi everyone,

I have some info for you here (see below) which I hope will clarify the criteria.   If you have any queries let us know!

Best wishes,

 

Adam

==================================================

ALL queries are always based on non-deleted records for the current Site.

------------------------------------------------------ 
New Business Conversions Pie: 
CURRENT MONTH FROM DROPDOWN 
------------------------------------------------------ 
ON COVER = First Premium, Status 'On Cover' OR 'Cancelled' 
QUOTED = First Premium, Status 'Quotation' 
PENDING = First Premium, Status 'Pending' 
NTU = First Premium, Status 'NTU' 
DECLINED = First Premium, Status 'Declined'

------------------------------------------------------ 
Renewal Conversions Pie: 
CURRENT MONTH FROM DROPDOWN 
------------------------------------------------------ 
ON COVER = Renewal, Status 'On Cover' OR 'Cancelled' 
QUOTED = Renewal, Status 'Quotation' 
INVITED = Renewal, Status 'Pending' -- Invited 
LAPSED = Renewal, Status 'Lapsed' 
DECLINED = Renewal, Status 'Declined'

------------------------------------------------------ 
Claims Losses Pie: 
CURRENT MONTH FROM DROPDOWN 
------------------------------------------------------ 
Earned = New Business Conversions ON COVER + Renewal Conversions ON COVER i.e. NO MTA. 
Claims = NOT Repudiated, WHEN DateSettled NOT NULL THEN ClaimPaid, OTHERWISE ClaimAmount

NB: NO MTA's are included in those pie charts.

------------------------------------------------------ 
Premiums written by month: 
------------------------------------------------------ 
All (including MTA) On Cover or Cancelled 
GROUPED BY MONTH AND SCHEME

------------------------------------------------------ 
Claims History: 
------------------------------------------------------ 
NOT Repudiated, WHEN DateSettled NOT NULL THEN ClaimPaid, OTHERWISE ClaimAmount 
GROUPED BY MONTH AND SCHEME

April 05, 2012 13:41
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