Reports, Life, Submitted and Issued Business
The default “Submitted” report shows the commissions due for all policies with submitted dates within the specified range, regardless of whether or not they’ve been posted to the accounts. In contrast the default “Issued” report is based on the policies’ on-risk dates and only includes commissions that have been posted.
Change the “Order report by” dropdown to re-sequence the listing, as required (e.g. by product type, insurer, etc) Click the “Policy selection (new)” button if you wish to restrict the policies to be included (see “Reports, Policy Selector”) Edit the “Submitted/Start date from…to” date range to select the submitted or on-risk dates to include (n.b. submitted as on the “Compliance Dates for…” dialogue, shown below). Note that the application date is used for mortgages (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 posted policies, not-posted policies, or both Click and thereby tick the “Include blank dates” box in order to include policies with blank submitted dates (n.b. Durell recommends that this should always be ticked) 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”) Optionally click the box to show the products’ specific plan names instead of their generic product types Click “Only show adviser...” option if you want the report to only show the adviser and lead initials displayed on the first screen of each policy (i.e. as opposed to showing all the advisers and leads on the policy’s Commission Pay-Away screen) Click “Total commission...” if you’d like individual totals at the end of the report for the commission paid to every adviser and lead Click “For policy selection...” if you want your selection of advisers and leads, as you’ve setup via the “Policy selection (new)” button, to be based on the advisers and leads on the Commission Pay-Away screen instead of those displayed on the first screen of each policy Click “OK” to proceed with the report