Reports

To access the Reports area:

From insured detail, click Home > Reports on the options bar.
From any other area of the program, click Home > Reports on the options bar or click Reports in the navigation panel.

A scheduling feature has been added for the following reports: Service Usage, Issued Certificate Detail, Bulk Holder Export, Issued ID Cards, and Certificate Utilization. This allows you to run these reports now, at a scheduled time, or at a scheduled recurrence. Reports you schedule to run display on the Scheduled Reports page. See the Report Pickup page to pick up and download a report that has run.

If your organization uses the Confidential Client Access feature in Applied Epic and a scheduled report needs to include confidential clients, an Applied Epic Enterprise Admin or a user with access to the confidential clients must schedule the report.

The following reports are available in Applied CSR24.

Report Name	Information Provided	Report Criteria/Options
Login Spreadsheet	Provides a spreadsheet of all insureds in your database along with their login information, assigned producers and CSRs, and email addresses. Note that because of the vast amount of data returned by this report and the potential that your server will be overloaded, it is recommended that you do not run the report unless directed to do so by Applied Support.	Run the report on Active Insureds, Newly Imported Insureds, or All Insureds.
Employee Login Spreadsheet	Provides visibility into your employee’s usage of Applied CSR24. This exported spreadsheet provides you the login history that includes the employee’s login information, assigned producers and CSRs, email addresses, last login date, session start and end date, Internet Protocol (IP) access details, and the login method (either SSO or Web Login).
Service Usage	Provides a spreadsheet showing information on CSR24 usage by insureds.	Select whether to run the report Now or Schedule it for later date. If you select Schedule, select the date and time at which to run to report, the Recurrence, whether or not there is an End Date, and the End By date (if applicable). Once you schedule a report, it displays in Scheduled Reports. Once the report runs, you can pick up and download it from Report Pickup. Add Recipients from the dropdown menu, or remove them by clicking the X by their name. Optionally, enter a Report Description. Run the report for a specified date range. If you schedule the report, select the start date: the number of Days, Months, Weeks, or Quarters before (-) or after (+) the system date. Then, select the end date: the number of days before (-) or after (+) the system date. Below these fields, your selected range displays as a sentence for confirmation. Run the report for a specified insured or range of insureds, or leave these fields blank to run for all insureds. Select a Summary or Detail format. The Summary format totals the number of transaction types, while the Detail format lists each transaction type. Determine whether the data is grouped by Date, Insureds, or Division/Department.
Template/Cert Expirations	Lists all certificate templates or issued certificates that have at least one policy expiration date in the specified date range.	Enter a date range for the expiration dates, or leave the fields blank to run for all dates. Select the Report Type. The report either runs for expired the Certificate Template or Issued Certificates. Select the status of the Certificates: Active, Inactive, or All. Select a Branch to further filter results by the insured's branch code. Enter a number range for the Number of Attached Holders, or leave the fields blank to run for all attached holders.
Issued Certificate Detail	Lists all certificates issued that meet the criteria specified along with selected detail fields pertaining to the certificates.	Select whether to run the report Now or Schedule it for later date. If you select Schedule, select the date and time at which to run to report, the Recurrence, whether or not there is an End Date, and the End By date (if applicable). Once you schedule a report, it displays in Scheduled Reports. Once the report runs, you can pick up and download it from Report Pickup. Add Recipients from the dropdown menu, or remove them by clicking the X by their name. Optionally, enter a Report Description. Run the report for a specified date range. If you schedule the report, select the start date: the number of Days, Months, Weeks, or Quarters before (-) or after (+) the system date. Then, select the end date: the number of days before (-) or after (+) the system date. Below these fields, your selected range displays as a sentence for confirmation. Enter a date range for the certificate issuances, or leave the fields blank to run for all dates. Enter an insured name or a range of insured names, or leave the fields blank to run for all insureds. Specify whether to include Active, Inactive, or All insureds. Run the report for certificates issued by the Insured, by the Brokerage, or All. Order the report output by Insured, Issued By, Issued Date, or Brokerage Name. Check Include Reprints to include reprinted certificates in the results. Click Advanced to select additional data columns to print on the report.
Issued Certificate Detail (Account View)	Lists all certificates issued for the selected account that meet the specified criteria along with selected detail fields pertaining to the certificates.	Enter a Start Date and Ending Date for the certificate issuances, or leave the fields blank to run for all dates. Run the report for certificates issued by the Insured, by the Brokerage, or All. Order the report output by Insured, Issued By, Issued Date, or Brokerage Name. Check Include Reissued Certificates to include reissued certificates in the results.
Bulk Holder Export	Generates a system-wide list of holders for expiring certificate templates. Staff can use the report results to manage renewals and update holders associated to the expiring templates. Once you queue a report, it runs in the background. Once it completes, you have three days to view the details in a ZIP file that contains a spreadsheet for every account indicating the expiring Certificate Templates. Note that the results include the total number of insureds reviewed as part of the report criteria, but that this does not represent the number of spreadsheets contained in the output ZIP file.	Select whether to run the report Now or Schedule it for later date. If you select Schedule, select the date and time at which to run to report, the Recurrence, whether or not there is an End Date, and the End By date (if applicable). Once you schedule a report, it displays in Scheduled Reports. Once the report runs, you can pick up and download it from Report Pickup. Add Recipients from the dropdown menu, or remove them by clicking the X by their name. Optionally, enter a Report Description. Run the report for a specified date range. If you schedule the report, select the start date: the number of Days, Months, Weeks, or Quarters before (-) or after (+) the system date. Then, select the end date: the number of days before (-) or after (+) the system date. Below these fields, your selected range displays as a sentence for confirmation. Select the Templates Expiring From and Templates Expiring To dates for templates pending expiration. Refine report results by selecting a specific Agency and/or Branch. Refine report results by selecting the Holder Status, (Any is the default). Refine report results by selecting the Cert Template Status (Any is the default). Select the Renew checkbox to include the Renew column on the spreadsheet output (making it easier to mark holder spreadsheets for renewal). Click Advanced in the options panel to display in the To Print section checkboxes you can select to add additional columns to the spreadsheet.
Issued ID Cards	Lists all Vehicle Liability Cards issued in the specified date range, along with the insured, vehicle information, Carrier information, and date issued.	Select whether to run the report Now or Schedule it for later date. If you select Schedule, select the date and time at which to run to report, the Recurrence, whether or not there is an End Date, and the End By date (if applicable). Once you schedule a report, it displays in Scheduled Reports. Once the report runs, you can pick up and download it from Report Pickup. Add Recipients from the dropdown menu, or remove them by clicking the X by their name. Optionally, enter a Report Description. Run the report for a specified date range. If you schedule the report, select the start date: the number of Days, Months, Weeks, or Quarters before (-) or after (+) the system date. Then, select the end date: the number of days before (-) or after (+) the system date. Below these fields, your selected range displays as a sentence for confirmation. Enter an expiration Start Date and End Date for the Vehicle Liability Card issuances, or leave the fields blank to run for all dates. Make a selection on the State / Province dropdown menu, or leave the default to view all. Click the Insured Name Lookup button, and select an insured from the list that displays. Otherwise, leave the field blank to select all insureds by default. The Status defaults as All, but you can select to view only Active or Inactive accounts. Select an Brokerage(s) from the list to view their results (this field is not available on the Account level). Select a Branch(es) from the list to view their results (this field is not available on the Account level). Make a selection on the Issued By dropdown menu to view Vehicle Liability Cards issued by All, Insured(s), or Brokerage(s). Make a selection on the Order By dropdown menu to order results by Insured, Issued by, Issue date, or Brokerage name.
Phone Usage	This report is pertains to feature used by agencies in the United States.	N/A
Lines of Business	Lists each line of business in your database along with its LOB code and the number of policy templates in which it is used.	No criteria or output options available.
Cert Templates	Lists all certificate templates meeting the selected criteria that will expire within the specified date range. The report also includes a list of attachments associated with each template.	Enter a Start Date and Ending Date or select dates from the dropdown calendar. Leave the fields blank to run a template report for all dates. Select a CSR from the CSRs dropdown menu, or leave the default selection of All.
Cert Templates (Account View)	Lists all the certificate templates meeting the selected criteria that will expire, or that contain policies that will expire, within the specified date range. The report also includes a list of attachments associated with each template.	Enter a Start Date and Ending Date or select dates from the dropdown calendar. Leave the fields blank to run a template report for all dates.
Rejected Faxes (displays only if Faxing is enabled in your system)	Provides insured and certificate information associated to an undeliverable fax notification email.	Enter a date range for the fax notification emails, or Leave the fields blank to run for all dates. Enter a Fax Number (required).
Fax Detail (displays only if Faxing is enabled in your system)	Lists all faxes sent successfully from Applied CSR24 within the specified date range.	Enter a date range for the faxes sent, or leave the fields blank to run for all dates.
Renewal Status	Displays all renewal processes initiated for an insured based on the criteria selected.	Select an Insured whose renewals you wish to view. Select a renewal Status of Active, Complete, Error, or All. Enter a date range, leave the fields blank to run for all dates.
Billing/Branch Codes	Identifies the brokerage/branch of items delivered via the Mail feature for billing purposes.	No criteria or output options available.
Failed Email	Shows the sender, date, insured, recipient, and failed reason for any email sent from Applied CSR24 that failed.	Search failed email for a specific Insured or leave the field blank to search all insureds. If needed, search by Email address. If needed, search by email Subject. If needed, filter for emails with a Sent Date On, Before, After, or Between a specified date or range of dates.
Certificate Utilization	Focuses only on the certificate issuance to track utilization for insureds and staff members; unlike Issued Certificate Detail, this report does not include delivery information.	Select whether to run the report Now or Schedule it for later date. If you select Schedule, select the date and time at which to run to report, the Recurrence, whether or not there is an End Date, and the End By date (if applicable). Once you schedule a report, it displays in Scheduled Reports. Once the report runs, you can pick up and download it from Report Pickup. Add Recipients from the dropdown menu, or remove them by clicking the X by their name. Optionally, enter a Report Description. Run the report for a specified date range. If you schedule the report, select the start date: the number of Days, Months, Weeks, or Quarters before (-) or after (+) the system date. Then, select the end date: the number of days before (-) or after (+) the system date. Below these fields, your selected range displays as a sentence for confirmation. Enter the Start Date and Ending Date during which the certificates you want to view were issued. Click the Insured Name Lookup button, and select an insured from the list that displays. Otherwise, leave the field blank to select all insureds by default. The Status defaults as All, but you can select to view only Active or Inactive accounts. Select an Brokerage(s) from the list to view their results. Select a Branch(es) from the list if you want to their view results. Make a selection on the Issued By dropdown menu to view Vehicle Liability Cards issued by All, Insured(s), or Brokerage(s). Make a selection on the Order By dropdown menu to order results by Insured, Issued by, Issue date, or Brokerage name. You can select whether or not to Include Reissued Certificates. Once you run the report, a pop-up window displays the results. Click Download Report to download the spreadsheet.
Service Requests	Launches a list of service requests and the corresponding activities created in the brokerage management system (only if CSR24 Sync is enabled; see Licenses for more information). You can use the Search filters to further narrow the Request List. Click on a request to view detailed information. Once you have narrowed the list to display the desired results, click export to download the list as a spreadsheet.	No criteria or output options available.
Find Certificate Issuers	Lists all certificate issuers that meet the specified criteria, along with the holder, insured, and issue date. Click Export to download the list as a spreadsheet.	Enter the Holder name. Enter a date range for the certificate's creation.
Staff List	Lists which CSRs and Producers are active, their last access date, and their permissions. Click Run to download the report as a spreadsheet.
SOX Compliant (Sanctioned Custom Certificates)	Lists basic holder, template, and date information.	Choose a Scheduling option. You can run the report automatically as often as required. Enter Recipients and a Report Description. Choose Report Criteria.