Be able to select Creating date field plus others for Transaction reports.

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Peter Crowhurst OLD

01 September 2011 10:22

Can we have other fields added to the transaction report like Creating date etc. much like that from Policy report.

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  Kate Huét 12 September 2011 09:36

  I find it very frustrating that all On Cover reports pull data based on Inception date, which is not always the transaction date, to have in the Daily Premium Received Report the ability to add in the Inception date and also the Media Source would eliminate the need to pull several cumbersome reports and have to try to merge the data.

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  Rob Symonds 13 September 2011 11:40

  Hi,

  To create a report that shows On Cover cases listed by Case Created Date all you need to do is create a "Cases by Creation" report and add a filter to only show "Status" = "On Cover, Cancelled".

  Alternately, you could add a CreatedDate column to your current report and then sort by that column.

  Regarding the Transactions report:
  You can just add a column "Policy Created" if you need that column.
  There is currently no functionality to get dynamic answers from the case corresponding to the transaction on the Transaction report.

  Thanks,

  Rob.

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  Jon Collis 28 October 2011 09:42

  Rob,

   

  Does 'Cases by Creation' show the date when the quote was originally put on the system or the date the policy was changed to 'on cover'?

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  John Levett 28 October 2011 10:42

  I would appreciate the ability to report on all status change dates for a risk. i.e. when quoted, placed on cover etc.

   

  THanks

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