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Reports, General, Gross Written Premiums (CSV)

This report shows the premiums written during a period analysed by insurer and product, as shown below in a csv spreadsheet. It is likely to be of particular benefit to members of the Cobra Network, who have to produce such a report on a monthly basis.

Insurer

Buildings & contents

Motor traders

Photographic, Semi-pro

Private Vehicle

Professional indemnity

ALLIANZ CORNHILL

0

3080

0

541.67

0

AVIVA

562.78

0

0

0

0

AXA

0

0

0

201.34

0

FORTIS

0

0

0

184.15

0

HOMECALLPLUS

0

0

0

0

0

STERLING

0

0

13.5

0

0

ZURICH

0

0

0

0

1716

To access the report, starting from Durell’s Main Menu...

  • Click the “Reports” button
  • Click the “General” tab
  • Click “Gross Written Premiums (csv)”
  • Click the “Proceed” button
  • You’ll then be presented with a selection dialogue, like that shown below.

  • Click the “Policy selection (new)” button to restrict the policies to be included (see “Reports, Policy Selector”)
  • Use the “With start dates from…to” fields to select the range of policy on-risk dates to include
  • Optionally tick “Only include policies that have been posted to accounts”, which is recommended by Durell
  • Tick the option for what should be included in the definition of “nett premium”. To maintain consistency with other reports based on accounts data (i.e. posted invoices) you are recommended to use the third choice (i.e. as posted)
  • Optionally use the “Save” button to save your selections, which you can subsequently recall via the “Load” button (see “Reports, Saving Selections”)
  • Click “OK”
  •  

    The system will then generate a spreadsheet, like that shown above, and advise you of its location, as shown below.

    Note that a csv file is a kind of spreadsheet where the data fields are separated by commas – hence “Comma Separated Variables”. This file type can be read by all spreadsheet software.