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Access Production by Producer Report

3 views 0 June 24, 2021 kbadmin

You can access the Production by Producer Report by clicking the Production by Producer Report link as depicted in the following figure:

Upon clicking this link, the following form is displayed.

This prompt displays Payee ID, Start Date, and End Date parameters and Value fields to display the corresponding parameter values. By default the Value field of Payee ID is filled with the value “ALL”.

You can click the  button adjacent to the Payee ID to pick the required value. Upon clicking this button, the Lookup window is displayed with all the available values.

The Lookup window for Payee ID displays the Payee ID, Payee Name, and Payee Job Category 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 window.

Click the text fields adjacent to the Start Date and End Date fields and select the required dates from the Calendar.

Click the  button. The search operation is performed using the entered Payee ID, Start Date, and End Date parameters and the report is generated. A sample report is displayed in the following diagram:

The report header displays the Payee ID and Payee Name along with Policy ID, Customer, Line of Business, and Policy Type.

The contents of the report are the following:

Column Name Description
Policy Start Date Displays the policy start date.
Eff Date Displays the effective date.
Premium Amt Displays the premium amount per period.
Incoming Commission Amt Displays the incoming commission amount.
Currency Displays the default currency.

 

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.

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