Bookmark this page Print this page

Reports, Client, Mailshot Analysis (user-defined fields)

All address sets can have up to 42 user-definable data fields, such as the ones shown above for “Gender”, “Pens Provider” and “Scheme”, and those shown below for “Life cover”, “NI Number” and “Leaving” date (see “Set-up, Field Names” and “Clients, Additional Mailshot Fields”).

The “Mailshot Analysis” report allows you to analyse such user-defined data, for example, to analyse…

  • your client bank by “Gender” (e.g. 2,567 Males and 1,675 Females)
  • your client bank by their primary “Pension Provider” (e.g. 270 with NU, 435 with Axa, 342 with Scot Life, etc)
  • your associated policy database by group “Scheme” (e.g. how much policy commission you’ve earned from the “Business Objects” scheme)
  • For example, you might want to analyse your “Clients, Individual” address set to find what proportion of their salaries they’re contributing to their group pension schemes. To do this, starting from Durell’s “Main Menu”…

  • Click the “Reports” button
  • Click the “Client” tab (if not already displayed)
  • Click the “Mailshot analysis (user-defined)” option
  • Click the “Proceed” button
  • On the “Mailshot Analysis” dialogue, like that displayed below…
  • o Click and thereby tick the address set or sets to include (e.g. “Clients, Individual”)

    o Use the “Mailshot field” dropdown to select the user-defined field by which your data will be analysed (e.g. “Additional Employee Cntr”)

    o All values for this user-defined field will be included in the report, though you can restrict it to certain one (e.g. just 4.4%, 5% and 6%) as follows…

    § Click “Select mailshot values”

    § Click “Refresh list”

    § Click and thereby tick the values to include, or click “Select All” for all

    o Optionally tick the box to “Show policy details”, in which case you can then also choose to “Show group totals”

    o Optionally tick the box to “Show commission generated”, in which case you can then also enter Ledger dates to restrict the period

    o Optionally tick the box to “Show the report name” (i.e. as saved via the “Save” button) in the report’s title

    o Optionally click the “Policy selection” button to restrict the policies to be displayed (e.g. just ones at stage “Active” see “Reports, Policy Selector”)

    o Click the “OK” button to produce the report

    The report below was generated from the example above, which had all “Employee cntr” values selected, with no policy details, but with commission…

    The following example shows a selection for just the one group “Scheme” called “Business Objects”. The report in this case does include policy information with group totals, along with commission for the specified period…

    The resulting report is displayed below…

    Further Levels of Analysis

    You might need to analyse your data by more than one user-defined field (e.g. to find the different “Employee Cntr” figures for just male members of just the Business Objects group scheme). In this case you would use the standard mailshot selection process (see “Mailshots, Bulk Selection of Clients”) to set the MS (or mailshot) marker for the male members of Business Objects to “Y” while all others are set to “N”, then use this report to analyse the “Employee Cntr” figures, having first ticked the option to only include clients with “MS = Y”.