You can access the Customer Profitability Report by clicking the Customer Profitability Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays Customer ID parameter and Value field to display the corresponding parameter value. By default the Value field of Customer ID is filled with the value ALL”.
You can click the button adjacent to the Customer ID to pick the required value. Upon clicking this button, the Lookup window is displayed with all the available values.
The Lookup window for Customer ID displays the Customer ID and Full Customer Name values of all the available payees. You can click on any of these values to select a payee.
You can also use the Search field to find a value present in the Lookup windows.
Click the button. The search operation is performed using the entered Payee ID, Period Number, and Select Year parameters and the report is generated. A sample report is displayed in the following diagram:
The report header displays Customer ID, Customer Name, City, State, Zip, and Country.
The contents of the report are the following:
|Product||Displays the product name.|
|Vendor||Displays the vendor name.|
|Policy Start Date||Displays the policy commencement date.|
|Renewal Date||Displays the policy renewal date.|
|Premium Amount||Displays the premium amount.|
|Premium Due Date||Displays the premium due date.|
|Frequency||Displays the premium payment frequency.|
|Primary Payee||Displays the primary payee name.|
|Primary Payee Credit %||Displays the credit percentage of the primary payee.|
|Payee 2||Displays the name of the secondary payee.|
|Payee 2 Credit %||Displays the credit percentage of the secondary payee.|
|Transaction ID||Displays the transaction ID.|
|Eff Date||Displays the effective date.|
|Transaction Type||Displays the type of the transaction.|
|Premium Amt||Displays the premium amount.|
|Incoming Commission Amt||Displays the incoming commission amount.|
|Comments||Displays the comments.|
|Currency||Displays the default currency.|
|Payee||Displays the payee name.|
|Commission Rate||Displays the commission rate.|
|Commission Amt||Displays the commission amount.|
|Profit||Displays the profit.|
This report also displays the Policy Level Total and Customer Level Total of Premium, Income, Commission, and Profit.
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.