The Summary By Policy Term report is accessed by selecting a distributor in the Distributor Commission Summary report, detailed above, and by selecting the View Summary By Policy Term option in the Individual Transactions report, detailed below. This report provides details about the commission earned by a single distributor, broken down by product and term.
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 refresh the current report type. |
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•View Individual Transactions |
This option will switch to the Individual Transactions report, detailed below, on clicking Run Report. |
Click Run Report to refresh the report with the new settings.
This report presents the premium and commission information for one distributor, per product and term, with the product identified by both name and code. The effective period and Transaction Type are listed. The Gross Premium, Commission, and Net Premium are provided with totals.
, to restrict the results to
transactions that take effect during the selected range.