Viewing and Editing Reports
- 1 Introduction
- 2 Graphical Charts
- 3 List of Reports
- 4 Copying an existing Report
- 5 Editing an existing Report
- 6 Creating a new Report
- 7 Setting the Conditions
- 8 Columns
- 9 Types of Column
- 10 Adding the Column
- 11 Adding a Formula Column
- 12 Running and Printing your Report
- 13 Exporting your Report
- 14 Viewing Case Data
- 15 See Also
Deep within SchemeServe's core is an advanced reporting system designed for rapidly retrieving policy data from the thousands of Cases and customers stored in the database.
Performance has always been a limiting factor in Insurance reporting systems. SchemeServe has been designed to operate at an extremely high speed delivering the data you need without the wait normally associate with reporting systems.
To access the Reports click on the Reports Tab.
- There are 2 areas within the Reports screen. The first is a graphical summary of your business, pie charts and line graphs which are designed to give you a very quick view of how your business and Schemes are performing.
- The Default display is for all Schemes for the current month but you can change to a specific Scheme or different month by clicking on the drop down filters.
- The first pie chart details a full breakdown of your current months New Business so that you can see at a glance how many quotations you have provided have been taken up, how many are outstanding and how many were presented to you but were declined. This chart use the Case status to determine the current position on a quotation.
- The second chart shows the current position on the months renewals so that you can see how many have been renewed, are still pending or have been lapsed.
- The third chart shows your monthly premium income versus Claims which have occurred in the same period.
- To display the next chart just click on the right hand 'Next' text.
- This is a graphical plotted chart of monthly premium income of previous months broken down per Scheme so that you can easily see how each Scheme performs throughout the year and how they compare to each other.
- To display the final chart just click on the right hand 'Next' text.
- This is a graphical plotted chart of claims that have been incurred during previous months broken down per Scheme so that you can easily see how each Schemes claims record performs throughout the year and how they compare to each other.
In all instances changing the Scheme on the filter will change the display to the selected Scheme only and changing the Month will show the results of that month in the first three pie charts and change the bottom axis on the charts for Premiums and Claims.
List of Reports
- The bottom section of the screen lists all of the standard reports that are provided with your SchemeServe system.
- Unlike many systems these can be amended to meet your exact requirements, they are not locked in any way although care should be taken in changing the standard parameters.
- If you wish to change a standard report we would suggest using the copy facility and then working on the copy report rather than the original until you are sure you have the report running as required. You may decide to keep both versions and just label up the new one as 'Amended'.
Copying an existing Report
- To copy an existing report just hover over a report icon and you will see the Duplicate and Edit functions appear in red.
- Click on Duplicate and SchemeServe will create an exact copy for you with the same name but 'Copy' added.
Editing an existing Report
- To edit this or any report, click on the Edit text.
- You will now see the main set up screens for this report. The first tab is 'General' and contains the name of the report, the date range that it is covering and the Conditions that the data must meet to be included in the report.
- You can also specify who can run this report in your organistation.
- Any of the settings on this screen can be amended by clicking on the radio buttons or the drop downs - these areas are totally under your control.
- To see how the columns on the report that will be generated are configured just click on the Columns tab.
- You now have the flexibility to change, remove or add as many columns as you wish, to change their order or label and specify the order that the report can be sorted into.
- To rename a column just change the label in the left hand column - there must not be duplicated headings from previous columns in the same report.
- You may see that some columns have Sum Total ticked, these will normally be the main figure columns on which you want an overall column total to appear at the end of the report.
- To move a columns position, hover over or below the Sum Total line and wait for the arrow to change to a drag option, then simply hold down the left mouse button and drag the item to the correct position.
- When you have finished editing click Save Changes.
Creating a new Report
- When creating a new report it is important to firstly draft out what you want the finished report to look like before starting to create the report template.
- You will need to consider what data needs to be extracted, these will be your Conditions, that the data needs to match to be included.
- You will also need to think about what columns you want included and what they will be called.
- For premium columns you may find it useful to look at a Case matrix and identify on their where the premiums are coming from as you will need the data field names later.
- If you have multi risk groups on your matrix you will also need to ascertain what the risk group I/D's are within SchemeServe - you can get these from the Cover Details page in your Question sets.
- To create your report click on the New Report button.
- Select the type of report that you require, most premium and bordereau types will be Cases by Inception, Renewal reports will be Cases by Expiry, Claims either All or Settled and premium/payment audits Transactions.
- Click Create report
- On the General Tab now give the Report a Name, it will help if this fully explains what the report is doing. We would normally suggest that for each type of report you have one for each Insurer and Scheme combination unless you are happy for them to run for all Schemes - again you can fully control this.
- Set the date range that you want to use on the report - if this is a monthly report this will normally be the first and last day of the month. This can then be changed at each month end before running.
Setting the Conditions
- We now need to set your Conditions. These can be done line by line using the draft that you have prepared.
- Click on the + sign
- As an example a bordereau for new business would probably be set up as follows ;
Record Type is not Adjustment Status is On Cover Insurer is Aviva (your Scheme Insurer) Scheme is Shop Combined (your Scheme Name)
- This combination would only give you new and Renewal business for the date range selected (mid term adjustments excluded), where the Cases are On Cover on the Shop Combined Scheme with Aviva.
- You can have as many Conditions as you need to sort your data for reporting - any of these can be amended or added to at any time later by editing the report.
- Now set who you want to be able to run this report - sensitive data may be restricted to Administrators only.
- Click on the Columns Tab
- We can now start to add our Columns by clicking on the + symbol.
Types of Column
- There are three main areas where we can get the data from to show on the report.
- The top section of the report is the basic information that is available from any case record, regardless of the Scheme design.
- We then have the Computed Columns, premium, commission, insurer and risk group information we can be calculated using formulas.
- Finally there are the Answer Columns that are available (these will show the answers to these questions on the report). This list will show all questions on all Schemes on your SchemeServe system, any that have a duplicated question name will only be shown once.
Adding the Column
- Now using your draft and the information you have gathered about your Risk Groups we can start to add the report columns - remember that the column on the right is used by the system, the left hand column is what will actually be printed as a column header on the report.
- When you set these up they will default to the details in the right hand column so in many cases you will want to change these to something more meaningful.
- For a basic Case type field just click on the drop down and select, these will all be above the line which shows Computed Columns.
- Select the one required and then set the Column Heading required.
Adding a Formula Column
- To add a Formula Column drop down to Enter Formula and select this. Then click on 'Change formula'.
- Click in the main area and then type a '[' to start your calculation. Type in the first part of the name of the field you are looking for such as TotalPremiumNet_Result and SchemeServe will list all available fields.
- You can now start to build up your formulas, a basic example to add the Total Premium on a Case to the IPT to give a total payable would read [TotalPremiumNet_Result]+[IPT_Result] - the result of this calculation will be shown in the corresponding column on the report.
- SchemeServe is able to carry out extremely complex calculations within your reports.
- It is important to remember that if you have Multi Risk Groups and Insurers in your Questions to have the correct Risk Group ID/s available as you will need these to indentify the items that relate to these areas only - this may look something like [CommissionFromInsurer_120] where 120 is the Risk Group I/D.
- Each formula part must be contained in open and closing brackets, [ and ].
- If you have very complex calculations we would suggest contacting us for assistance, we will need to know exactly what sum total you want to achieve and the components that make this up but will be happy to help you through this process.
- Once you have added all of your columns select the value that you want to use on the main display graph and if you want Grouping to be applied, this may be something like Agent so that your report is sub totalled on change of Agent.
- Save Changes.
Running and Printing your Report
- To run your report just click on the report Icon and you will see your report - its that simple.
- To print your report click the Print Button.
Exporting your Report
- To export to a .csv file click on the Export button, this will then send the file contents including column headings to a spreadsheet for further manipulation if required.
Viewing Case Data
- To view any specific Case data on the report just click on the Record Id.
When you have finished with your report click on Back to return to your list of Reports.