The Individual Transactions report is accessed by selecting the View Individual Transactions setting in the Summary By Policy Term report, detailed above. This report provides details about individual transactions for a single distributor.
The selected parameters from the previous report are passed to the new report, but can be modified.
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Product Master Cover |
Select one or more products to include them in the report, or click Select All or Deselect All. |
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Effective Date From/To |
Enter the
dates, or select them from the calendar lookup |
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Report Selection |
Select the type of report to generate. |
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•View Summary By Policy Term |
This option will switch to the Summary By Policy Term report, detailed above, on clicking Run Report. |
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•View Individual Transactions |
This option will refresh the current report type. |
Click Run Report to refresh the report with the new settings.
This report presents a significant amount of detail for each transaction under a single distributor, within the set parameters. The Gross Premium, Commission Amount, and Policy Transaction Count are provided with totals.
Click a link in the ID column to view the full information for the selected transaction. This opens a new report, Policy Transaction Register, detailed below. As this is a different report, there is no navigation option to return to the Individual Transactions. The Distributor Commission Summary report will need to be run again from the reports list.
, to restrict the results to
transactions that take effect during the selected range.