SmartOffice Enterprise Supplemental Dynamic Reports User Guide

Transcription

1 SmartOffice Enterprise Supplemental Dynamic Reports User Guide

2 Copyright , E-Z Data, Inc. All Rights Reserved. No part of this documentation may be copied, reproduced, or translated in any form without the prior written consent of E-Z Data, Inc. All product names are trademarks of their respective manufacturers or organizations. 918 E. Green Street Pasadena, CA Web: Telephone: (626) Fax: (626) U.S. toll-free fax: (800)

3 Table of Contents Introduction... 1 New Dynamic Reports by Category... 1 Submitted Business Reports... 1 Pending Business Reports... 2 Paid Business Reports... 3 Closed Business Reports... 7 All Business Reports... 7 Advisor Reports... 8 Import the Reports That You Want... 9 What to Do Next Conclusion... 10

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5 Introduction Over the last several months, we have developed a number of SmartOffice management and production reports for BGAs that are now available for download from our Web page as a supplement to the existing SmartOffice v5.1 Dynamic Reports. These additional reports are divided into the following categories: Submitted Business Reports Pending Business Reports Paid Business Reports Closed Business Reports All Business Reports Advisor Reports Please note that these additions to the Dynamic Reports inventory require SmartOffice v5.1; they will not work with older versions. As of this document, the E-Z Data hosted SmartOffice Online servers have all been upgraded to 5.1. If your agency hosts its own SmartOffice servers, you must check to make certain that your servers have been upgraded to 5.1 before attempting to import and use these reports. New Dynamic Reports by Category Submitted Business Reports Report Name 1 Submitted Cases - Prompt For Report Description Submitted Cases w/modal and Ann Prem 2 Submitted Cases Average Average Pending Number of Days to Approved by from Pending to Approved by 3 Submitted Cases Average # of Average Pending Days from to Approved by Pending to And Approved by Holding Type by Holding Type 4 Submitted Cases by Advisor Submitted Cases - Select Date 5 Submitted Cases All Submitted by and Cases - Select Created On Date and Date 6 Submitted Cases by Case Select Created on Date Dynamic Reports Category Keywords CA-d_sub_by_region_date - Variation CA-C_average_pending_to_approved CA-C_average_pending_to_approved- Variate CA-D_sub_by_agent_date CA-D_sub_by_carrier_date CA-Casemgr_sub_all_canzd Page 1

6 7 Submitted Cases All Cases - by Select Created on Date 8 Submitted Cases by - Prompt For MM 9 Submitted Cases by Plan Type and 10 Submitted Cases by 11 Submitted Cases by - Prompt For LOB 12 Submitted Cases by Date 13 Submitted Cases by w/ All Submitted Cases - Select Mkt Mgr. and Date All Submitted Cases - Select Date and Submitted by w/modal and Ann Prem All Cases Submitted within a specified period no matter the current status or stage All Lines of Business Submitted - Summary 14 Summary Of Summary of Submitted Cases Submitted by Advisor Cases - Select Date Pending Business Reports Report Name 15 Pending Case Report by Case 16 Pending Cases 30 Days Old 17 Pending Cases by Case - Prompt For CM 18 Pending Cases by Case and Created On Date Report Description Dynamic Reports Category All Current Pending Cases by Case All Cases that were Submitted over 30 days ago that are not Inforce All Cases in Underwriting by Office and Case All Pending Cases Sorted by Case CA-Mrktmgr_sub_all_canzd CA-D_sub_by_mm_date CA- D_sub_by_application_type_sort_appty CA-_sub_all_canzd CA-d_sub_by_region_date - Variation CA-d_sub_by_region_date CA-G_sub_region_agent CA-D_sub_by_agent_date_summary Keywords CA-C_pending_cm_big_report CA-C_30_daysout_report CA-Casemgr_pending_all_3 CA-C_pending_cm_report Page 2

7 19 Pending Cases by Case with Annualized Premium 20 Pending Cases by Case with Annualized Premium - by Insured 21 Pending Cases by 22 Pending Cases by - Prompt For MM 23 Pending Cases by Plan Type Code 24 Pending Cases by 25 Pending Cases Count by Case 26 Pending Cases Count by Case 27 Pending Cases Over 45 Days Old 28 Pending Informals by All Pending Cases Sorted by Agent then - Select Case Sorted by Insured All Pending Cases by All Cases in Underwriting sorted by All Pending Cases sorted by Plan Type for a Specific Code All Pending Cases - Select Summary of all Pending Cases by Case Summary of all Pending Cases by Case All Cases that were Submitted over 45 days ago that are not Inforce Select Code Paid Business Reports Report Name 29 Detail Paid Cases by 30 Paid Business by 31 Paid Business by with Report Description Detail Paid Cases by then Paid Cases - Dynamic Reports Category Keywords CA-C_pending_cm_report_annprem CA-C_pending_cm_report_ann- Variation CA-Mrketmgr_pending_all_canzd CAp_pending_2_by_marketingmanager CA- C_pending_casetype_region_report CA-_pending_all_2 CA-C_pending_cm_count CA-C_pending_cm_count CA-C_45_daysout_report CA-_pending_informals CA-E_paid_region_all_carrier CA-E_paid_by_carrier_date CA-E_paid_by_carrier_date_with_region Page 3

8 32 Paid Business by Case w/ 33 Paid Cases - All cases for Prompt For LOB specific LOB, 34 Paid Cases - Prompt For 35 Advisor 36 Advisor and Active Stage Date 37 Advisor and Paid Date 38 Advisor Showing Split 39 Advisor w/ 40 All Case s 41 Paid Cases w/modal & Ann Prem All Active Cases where the Policy Date is within a Date by Advisor Paid Cases - Select Advisor and Date Placed Business - All Paid Cases by Advisor with Paid Cases - 42 All Placed - Annuity CA-E_paid_by_cm_date_with_region CA-Paid_by_application_type - Variation CA-E_paid_by_application_type - Variatio CA-Agent_placed_by_effdt_all_bothprems_ CA-E_paid_by_agent_date CA-M_paid_by_agent_date Policy - CA-J_paid_agent_showing_split Interested Parties All Placed Cases - Select Date Annuity Cases Choose 44 All Placed Life - Life Cases - Select Date 45 and Type Select, Holding Type and Date CA-G_paid_by_region_agent CA-E_paid_by_cm_date-Variation CA-_placed_all_canzd_2 CA-_placed_ann_canzd CA-E_paid_by_carrier_date CA-_placed_flife_canzd_1 CA-_placed_by_effdt_all_canzd_1 Page 4

9 46 then Type 47 w/ Comm. Prem. 48 Case 49 Case and Active Stage Date 50 Paid Cases By Holding Type - Summary Only by Placed Date 53 Plan Type then Life 56 Date - All 57 Date - Life Paid Cases - All Annuity with Comm. Premium All Placed Business - Paid Cases - Select Case and Date Placed Business - Placed Business - CA-E_paid_by_application_type_for_agen All Paid Cases sorted by Plan Type then and filtered by Active Stage Date Active Cases - All Paid Life Cases by All Paid Cases within a Specified Date by Paid Date then Paid Life Cases within a Specific Date CA-_placed_ann_canzd_2 CA-Casemgr_placed_all_canzd CA-E_paid_by_cm_date-Variation CA- E_paid_by_casetype_region_date_summar CA-Mrktmgr_placed_all_canzd CA-E-Paid-By-MM-Date CA-E_paid_by_application_type_sort_appt CA-_placed_all_canzd CA-E_paid_region_formal_life CA-E_paid_by_region_date_all CA-E_paid_by_region_date Page 5

10 58 w/ by Date then All Paid Cases by Code showing Paid Business Reports Summaries 59 Summary Of All and Case Type 60 Summary Of All Holding Type and 61 Summary Of Advisor and w/holding Type 62 Summary Of Advisor 63 Summary Of Advisor and 64 Summary Of and Case Type 65 Summary Of and Full Summary of Placed Cases Top Producer Report by Top Producer Report by Cases Case Type - Life 66 Summary Of - Life 67 Summary Of Paid Life Cases By 4 68 Summary Of Paid Life Cases by and Summary Report -Select Date Summary of Life Paid Summary of Paid Life Cases by then Summary of All Life Paid Cases - Select Date Summary of all Life Paid Cases by CA-g_paid_by_region CA-E_paid_by_carir_csetype_sum_allorgs_3 CA-E_paid_by_carrier_casetype_sum_allorg CA- S_placed_top_prod_report_casetypes_mm CA-TotalPaidPremium_ByAgent CA-S_placed_top_prod_report_mm CA-E_paid_by_carrier_casetype_all_summa CA-E_paid_by_carrier_casetype-Variation CA-E_paid_by_region_date_summary CA-E_paid_by_carrier_casetype_sum_allo4 CA-E_paid_by_carrier_region_summary Page 6

11 69 Summary Of Paid Life Cases by Summary of Paid LIfe Cases by then Closed Business Reports CA-e_paid_by_region_date_summary Report Name 70 Closed Cases by 71 Closed Cases by Case 72 Closed Cases by Case w/inactive Date 73 Closed Cases by 74 Closed Cases by Office 75 Closed Cases by 76 Closed Cases by - All Report Description Dynamic Reports Category Select and Date Inactive Cases - Select Case and Closed Date Inactive Cases - and All Inactive Cases that were Closed within a Specific Date Sorted by Office Code Inactive Cases - All Closed Cases by All Business Reports Keywords CA-F_closed_by_carrier CA-Casemgr_closed_all_canzd_2 CA-Casemgr_closed_all_canzd CA-Mrktmgr_closed_all_canzd1 CA-Office_closed_all_canzd_1 CA-_closed_all_canzd_2 CA-F_closed_by_region Report Name Report Description Dynamic Reports Category Keywords 77 All Cases by and Code Select and Date CA-M_case_list_by_region_status 78 Case List by Holding Type All Cases - Enter Status Date CA- R_Org_case_list_w_commannzldprem Page 7

12 Advisor Reports Report Name Report Description 79 Active Cases by All Active Advisor Cases where the Policy Date is within a Date by Advisor 80 Advisor - Active Appointments 81 Advisor - Active Contracts 82 Advisor - Active Listing 83 Advisor - Affiliation Listing 84 Advisor - Contracts by Advisor 85 Advisor - Contracts by Active Advisor Appointments by All Active Advisors Active Contracts by Advisor All Active Advisors by Office Dynamic Reports Category Advisor - Appointment Advisor - Contract Advisor - Producer/Broker All Active Advisor - Advisors Producer/Broker showing Agency Sorted by Supervisor All Active Advisor - Contract Advisors Contracts All Contracts Advisor - Contract by 86 Advisor - Labels Select Advisor - by Code Producer/Broker 87 Advisor - Pending Appointments 88 Advisor - Pending Contracts 89 Advisors by Code All Pending Appointments by All Active Advisors that have Pending Contracts; Effective Dates = Null All Active Advisors by Advisor - Appointment Advisor - Contract Advisor - Producer/Broker Keywords CA- Agent_placed_by_effdt_all_bothprems_ CA-A_agents_active_appointments CA-A_agents_active_contracts CA-A_active_agent_listing CA-A_affiliation_agent_listing CA-a_contracting_report_by_agent CA-A_contract_report_by_carrier CA-I_regioncode_agent_labels CA-A_agents_pending_appointments CA-A_agents_pending_contracts CA-A_region_agent_listing Page 8

13 Import the Reports That You Want If you are on SmartOffice 5.1, these reports are available for your use effective immediately; otherwise, you must wait until you have migrated to 5.1. However, the migration to 5.1 does not automatically install these reports into SmartOffice. You must first decide which report packages you want and then import them into SmartOffice. Important: If you have existing reports with the same name as any of the reports you will be importing, your existing reports will be overridden by the imported reports. If you would like to keep your existing reports of the same name, please modify the name before performing the import. If you need to rename any of your existing reports to protect them from being overwritten when importing the new ones, from the Dynamic Reports Summary, tag the report that you want to rename and then click the Modify button. Click the Name/Description tab, change the Report Name and then click the OK button. Dynamic Report Download from the E-Z Data Web Site Download Dynamic Reports, Filters, and sample Form Letters from the E-Z Data Web site and import them into SmartOffice. 1. Get instructions. a. For instructions on how to download the reports, watch the Fast Class and read the corresponding guide. Both are accessed by pasting the following URL into your browser: b. Select Dynamic Report Download from the expanded Data Mining menu and then select the applicable View the Dynamic Report Download Fast Class or Download a printable version of the Dynamic Report Download Fast Class option. 2. Download the Dynamic Reports. a. To download the reports, open the SmartOffice Dynamic Report Download page by pasting the following link into your browser: b. Using the instructions provided above, select and download the reports that you want to add to SmartOffice. 3. Import the Dynamic Reports into SmartOffice: a. In order to import reports, the user must have the Data Import and Dynamic Report Maintenance rights enabled. b. Unzip the contents of the Dynamic Reports.zip file into a folder on your local computer. c. Log into SmartOffice and then select Dynamic Reports from the expanded Reporting/ menu to open the Search Dynamic Reports dialog box. d. Click the Search button to display the Dynamic Report Summary. e. From the Dynamic Reports Summary, select the Help hyperlink and then select the Importing Dynamic Report Definitions topic. f. Follow the instructions provided under that topic for each report or set of reports that you want to import into SmartOffice. The imported reports will display under the Dynamic Reports Category that they are assigned to in the tables above. g. Do not forget to add the imported reports into your Favorites List if applicable. You can do this by tagging the report or reports in the Dynamic Report Summary and then selecting the Add to Favorites button. Page 9

14 What to Do Next We encourage you to take some time to familiarize yourself with each of the reports that you have imported so that you can decide which ones to keep. You can always delete the ones that you decide you do not want. You can import them all at the same time, or you can import them in batches so that you can deal with smaller numbers to evaluate at any given time. It may be that the newly added reports will meet your management reporting needs completely. It may also be that they do not meet your needs exactly, or there may still be gaps where they do not meet your needs at all. One of the very powerful features of SmartOffice is that you are no longer dependent on the BGA Services group to make the changes required, or to add the new reports required to close those gaps, as was the case with the original CA Reports on which these Dynamic Reports were based. You can modify existing reports to add columns, delete columns, add summaries, change sorts, make copies of reports, etc. so that they more closely meet your reporting requirements. You can also design completely new reports, as well as exchange reports with other SmartOffice users using the simple built in Export and Import functions. If you are not already familiar with how to take full advantage to the power of Dynamic Reports, we encourage you to review the relevant online Help system topics. In addition to the Help topics, there are two Fast Classes which can also be accessed from the Dynamic Reports area of the Help system: Dynamic Report Sorting and Display Options Fast Class Dynamic Report Download Fast Class Conclusion The E-Z Data BGA Services team hopes that you will find these reports to be a valuable addition to your SmartOffice management reports inventory. We will continue to add reports based on the feedback we received from our recent survey. We are also in the process of building a full Dynamic Report repository on our Web server from which users will be able to access and import Dynamic Reports as needed in the near future. This will make it even easier for you to take advantage of new reports as they become available. Page 10