Monthly Submission Status Metrics

The Monthly Submission Status Metrics report provides details about submission statuses at the end of each period.

When the report is selected from the reports grid, it opens with the default settings.

Product Master Cover	Select a single master cover, or select the default Product Master Cover option to include all master covers.
Distributor	Select a single distributor, or select the default Distributor option to include all distributors.
Count Type	Select the type of report.
• Policy Month End Counts	Provides details accumulated at the end of each month. If the Period includes multiple months, the values will be the total of the month end counts for the months in each period.
• Transaction Progress Counts	Provides counts on how many transactions are in specific statuses for each Period.
• Total Status Change Counts	Provides counts on how many transactions changed to a certain status in each Period.
Period	Select the period division.
• Annually	All data is presented per year.
• Quarterly	All data is presented in three month periods.
• Monthly	All data is presented per month.
Term Type	Select what type of term to include.
• All	Include both New Business and Renewal terms.
• New Business	Only include New Business terms.
• Renewal	Only include Renewal terms.
Term Status Change Date From/To	Enter the dates, or select them from the calendar lookup , to restrict the results to changes made during the selected range.

Click Run Report to refresh the report with the new settings.

The first level of the report presents the premium details, both grand totals and the share of the premium for the individual insurer. The report is grouped by insurer, and divided by premium type. Summary lines are included for each insurer and for the overall totals.

Click a link in the Insurer column to view the term details for the policies belonging to that insurer. This opens a new report, Policy Term Register, detailed below. As this is a different report, there is no navigation option to return to the Distributor Commission Summary. The report will need to be run again from the reports list.