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

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Permanently deleted user

16 February 2012 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 16 February 2012 19:06

  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

   

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  Mark Williams 22 February 2012 00:03

  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.

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  Colin Kippin 22 February 2012 08:57

  Hi,

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

   

  Colin

   

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  Adam Bishop 05 April 2012 12:41

  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

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