Book of Business Report Guide
Book of Business – Report (There is a pdf copy of this training guide available within this guide - see Attachments) This is a Power BI report available via the insights module. Tabular report that contains the following: * Policy sales * Written premium * Brokerage commission * Brokerage commission % of …
Renewal Report Guide
Renewal Report Guide This Renewal Report provides you with the following data: * Dataset showing in-force policies as at custom date. * PIF Count. * PIF Premium. * Written Annual Premium. * Slicer allows you to display policies that were in force as at a chosen date. * Property Risk Province and City availa…
Insurer Statement Report
NEW: Insurer Statement You can now access the Insurer / Broker Statement from within the insights module. Here is a quick recording of where to access this report: Insurer Statement Report . (The recording has no sound). Go to insights, select Reports and then choose the Financials section. There is a re…
Data Dictionary v11
The Data Dictionary is a centralized repository of information about data definitions used throughout the platform and Power BI (via insights module - Reporting). You can also view this dictionary as a pdf, which appears as an attachment on this article. NEW Power Bi terms - Added June 2022 NEW P…
