Management dashboard, report builder and BI

The Reports menu holds the management dashboard, operational reports, the report builder, saved reports and scheduled reports.

Management dashboard

Reports > Dashboard shows, for the period chosen: premium written, policies sold, claims reported and paid, money owed, and the loss, expense and combined ratios. By shows the ratios by product, line, channel, branch or agent, with earned premium, claims incurred, commission and other costs for each. Excel downloads the table.

Operations

Reports > Operations shows how the work flows: how long quotes, claims and other work take (median days), the queues where work is waiting, each person's open work, and how vendors are performing.

Report builder

Reports > Report builder makes your own report from a dataset (policies, quotes, claims, invoices, payments, customers, commissions):

• choose the columns and the period;
• Group by a column with a Total of a figure, or list the records;
• Only where a column has a value.

Click a group to see the records behind it. Excel downloads it, and Save as a report keeps it under Reports > Saved reports, for you or for everyone.

Scheduled reports

Email on a schedule on a saved report (or Reports > Scheduled reports > Schedule a standard report) emails it daily, weekly or monthly to the addresses given, as Excel or CSV. Send now sends it at once.

BI connection

Power BI, Tableau, Looker Studio or Excel can read each dataset directly. The owner creates a key with BI connection on the dashboard; each dataset is then at /api/bi/v1/{dataset} with the key, as JSON or as CSV (?format=csv). A new key replaces the old one.