Types of Reports

From SchemeServe Help
Jump to: navigation, search

Aged Debts - Creates a report based on who owes you money and how long.

Cases by Expiry - Creates a report based on when cases are due to expire.

Cases by Creation - Reports created by creation date will give you reports listing cases by created date (the date the policy was entered into the system)

Cases by Inception - Reports create by inception date will give you reports listing cases by inception date (the date the policy is on cover from) (This would be used to create your GWP reports where you should be using cases by inception where status = on cover or cancelled.)

Cases by On Cover - Creates a report based on the date the polices go on cover.

Claims - Creates a report based on claims entered on the system.

Claims Settled - Creates a report based on claims that have been settled in the system.

Clients - Creates a report based on client data.

DVLA Lookups

Transactions - Creates a report based on transactions on a policy.