Dashboard and reports

The dashboard shows where things stand today. Reports answer questions about a period, and export to Excel or PDF.

The dashboard

The first screen after signing in. Each person sees the parts that match their role.

Part	What it tells you
Approvals waiting for you	Requests you can decide now
Policies in force	Active policies, and how many are due for renewal in the next 30 days
Premium written this month	Compared with last month
Quotes ready to issue	Approved or sent quotes, and drafts in progress
Open claims	With the amount outstanding
Premium to collect	Open invoices, and how many are overdue
Premium written, last 12 months	Net premium of the policies issued each month
Claims by status	Every claim registered in the last 12 months
Claims to handle	The open claims assigned to you
Renewals due in the next 30 days	The policies to renew, soonest first

Most of the numbers are links: click one to open the list behind it.

Run a report

1. Go to Reports.
2. Choose the report.
3. Choose the dates From and Until. The report updates at once.
4. Choose Export to Excel or Download PDF to take it with you.

The reports

Report	What it shows
Production by product	Policies issued, sum insured, net premium, fees, tax and total premium for each product
Production by agent or broker	Policies, net premium, commission earned and commission paid for each agent or broker
Claims by product	Number of claims, how many are open or rejected, and the amounts claimed, paid and outstanding
Loss ratio by product	Premium earned in the period against claims incurred
Invoiced and collected by month	Invoiced, credit notes, collected and refunded, month by month
Overdue premium by customer	What each customer owes: not yet due, 1 to 30 days, 31 to 60, 61 to 90, and over 90 days late
Renewals due	Policies ending in the period, with premium, agent or broker, and whether they were renewed

Overdue premium by customer always shows the position as of today, so its dates are not used. Renewals due looks forward: it starts with the next 60 days.

How the loss ratio is worked out

• Premium earned is the share of each policy's net premium that falls inside the period. A yearly policy that started three months before the end of the period has earned a quarter of its premium.
• Claims incurred is what was paid, plus what is still outstanding, on the claims whose date of loss falls inside the period. Rejected claims are left out.
• Loss ratio is claims incurred divided by premium earned. Premium is net, before fees and tax.

Export any list

Every list in the system, such as customers, policies, claims or invoices, has an Export button that downloads the rows you are looking at, with your search and filters applied, as an Excel file.

Who can see reports

Reports need View on the Reports module. Exporting a report or a list needs Export on its module. The main account sets both under Settings > Roles.