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Reports, Percentage of Business

The default report shows the percentage of invoiced commission earned from each insurer for the selected period.

  • Change the “Report type” dropdown from “Company” if you want to analyse your commission earnings by adviser, introducer or product type
  • Click the “Policy selection (new)” button if you wish to restrict the policies to be included (see “Reports, Policy Selector”)
  • Edit the “Invoiced from” and “” date range to select the invoice dates of your commissions in the accounts ledgers (n.b. from “Blank to Date” lists all up to that date, while from “Blank to Blank” lists everything)
  • Use the “Include” dropdown to include invoices only, credits only, or both
  • Tick the “Show...” options to show the totals and premiums that you require
  • Optionally click the box “Show report name in title”, which will add to the printed report’s title the name of the current selection, as saved via the “Save” button and then recalled via the “Load” button (see “Reports, Saving Selections”)
  • Click the “Only include transactions for selected nominals” box if you wish to restrict the report to certain nominal accounts, in which case you must then tick or clear the accounts list accordingly
  • Click “OK” to proceed with the report
  • General Insurance

    For General Insurance the invoiced premiums (i.e. as posted to the GPRM nominal) are nett after NCD, but include IPT and any insurer charges and VAT (i.e. the total amount paid to the insurer). To maintain consistency with other reports, such as the Bordereau, below, the same definition of the “nett premium” must be used.