| Permission | Enables | Implications | Related |
| Use the Create New Report, Copy Report To, and Deliver as Report Quick View actions available in the Reports/Marketing area. | This right enables the user to create a new version of a report via any of the three available methods. | In order to create a new version of a report, the user must also have access to the existing report. | |
| Select the Main Group radio button for the Create in location when performing the Create New Report action available in the Reports/Marketing area. | Denying this right to most users helps keep the lists for all the main report groups clean. Users without this right can still create new reports in their My Reports lists for their own use (granted they have the Create New Report right), but they will not be able to add reports to the main groups accessed by all users. This right should only be granted to administrators or other personnel responsible for setting up core reports to be accessed by multiple users. | ||
| Select the Other Users' My Reports checkbox for the Create copies in location when performing the Copy Report To action available in the Reports/Marketing area. | This right should be carefully restricted, as copying a report to another user's My Reports could give that user access to a type of report the user would not be able to access otherwise (e.g. the user is not granted access to any transaction reports, and a transaction report is copied to his/her My Reports list). | ||
Copy to Main Report Groups |
This functionality is currently not implemented in Applied Epic. | ||
| Use the Revert to Default Report action available in the Reports/Marketing area. | When modifications have been made to a default report, this action can be used to undo all changes and revert to the report's original version. Because this essentially involves deleting the modified report and replacing it with the default, it is likely that access to this action would mirror access to the Delete a Report right under Reports/Marketing > General. | ||
| Select the Other users' Agent Answer checkbox for the Deliver to location when performing the Deliver as Report Quick View action available in the Reports/Marketing area. | Like the Copy to Others' My Reports right, this right should be restricted, as providing others with links to reports via this action might be used to circumvent other security restrictions. |
| Permission | Enables | Implications | Related |
| Use the Marketing Options frame on the Delivery Options screen in report detail. | If a user does not have this right, all fields in the Marketing Options frame are
disabled and are set to the selections made by the last user to
modify them.
The Marketing Options settings can potentially create a large number of records in the system, and can be used to automatically distribute items via email or fax. Granting access to this area gives the user the ability to trigger a marketing campaign from the report and to add attachments, activities, and/or Sticky Notes to hundreds or thousands of accounts simultaneously. |
In order to modify marketing options for a report, the user must also have access to that report. | |
| Delete a report from the My Reports list. | Because changes to the My Reports list do not affect the main report groups, this security right does not have to be as carefully restricted as the Delete a Report right. The only risk involved in deleting a My Report is that a user would delete a report that he/she needs to use regularly, in which case the report would have to be copied from the main report group back onto that user's My Reports list. | ||
| Delete a report from any of the main report groups. | This enables users to delete reports from the main report groups, unless the reports are the default versions that came with the system. Reports that are created based on those defaults and saved to the main report groups can be deleted by users with this security right. | In order to delete a report, the user must also have access to that report. | |
On the Add Recipient and Edit Recipient screen launched from the Delivery Options screen in report detail, use the Attach as and Save as fields to attach/save a report as a CSV or Microsoft Excel workbook rather than the default PDF. On the Add Recipient screen launched from the Recipients frame of Procedures > Job Management > Jobs > Job Detail, use the Attach as field to attach a report as a CSV or Microsoft Excel workbook rather than the default PDF. |
Denying this right to most users ensures that reports are delivered in PDF format, meaning they cannot be easily modified. The two alternate formats enabled by this security right, CSV and Microsoft Excel workbook, are easily manipulated. | To change a report's format, the user must also have access
to that report.
To change the format sent to a recipient of a report-based job, the user must have access to Jobs - View and Jobs - Edit in Procedures > Job Management. |
|
| Add a recipient to the Report Recipients list on the Delivery Options screen in report detail or the Recipients frame in Procedures > Job Management > Jobs > Job Detail. | Because users must have this right to send reports or jobs to recipients other than themselves, granting it to any users responsible for these workflows is recommended. | To add a recipient to a report, the user must also have access
to that report.
To add a recipient to a report-based job, the user must also have access to Jobs - View and Jobs - Edit in Procedures > Job Management. |
When assigning rights in this sub-area, you should first determine which of the first six basic rights the user is to have (View/Generate, Modify Criteria, Add/Remove Criteria, Add/Remove Layouts, Edit Layout Detail, Modify Output) and then select the individual reports on which the user will be able to perform those actions. For example, if you grant the user the View/Generate right but not the Broker List right, the user will not be able to generate the Broker List report. The report will display in the Reports/Marketing - Account list, but upon attempting to access the report detail, the user will receive the message, "You do not have rights to this area."
| Permission | Enables | Implications | Related |
| Use the Generate action and the Print > Report and Print > Print Preview workflows for reports in the Account main group. | This is the highest-level security right for reports in this area. Users who are denied the View/Generate right cannot run reports or view/obtain data for any reports in the Account group. | This right is necessary in order to access report detail, so it must be granted in order for any of the other security rights under Reports/Marketing > Main Group - Account to be effective. | |
| Access the Modify Criteria screen in report detail for reports in the Account main group. | The Modify Criteria
screen enables users to see what criteria options are included
in a report as well as set parameters for those criteria. Granting
users this right, but denying them the Add/Remove criteria right,
helps ensure uniformity in the report setup but allows the parameters
to be tweaked as needed.
If a user is denied this right, but the parameter page is included with the report output, the user will still be able to view the criteria settings for the report without having the ability to change them. |
In order to add or remove criteria options for the report, the user must also be granted the Add/Remove Criteria right under Reports/Marketing > Main Group - Account. | |
| Add or delete criteria options on the Modify Criteria screen in report detail for reports in the Account main group. | Users without this right are unable to delete criteria options, but they are able to run the report without filtering by those options, i.e. by setting the criteria to include all items (granted they have the Modify Criteria right). | Users must also be granted the Modify Criteria right under Reports/Marketing > Main Group - Account. | |
| Add or delete layouts on the Layouts screen in report detail for reports in the Account main group. | This right should be restricted to those responsible for configuring reports (as opposed to merely generating/printing them). Allowing too many users to add layouts can create clutter in the Layouts list, and allowing too many users to delete layouts could result in the accidental deletion of a complex layout relied upon by multiple users. | ||
| Modify the fields in the Detail frame on the Layouts screen in report detail for reports in the Account main group. | Users with access to this area can change the name and description
of a layout and determine whether that layout is included when
the report is generated.
You may wish to restrict this right to most users to maintain consistency in layout names and avoid confusion. Users without this right cannot determine which layouts are automatically included when the report is generated. They may still print or preview a specific layout by selecting it on the Layouts screen, but when they run the Generate action for the report, they are limited to the layouts already selected for inclusion. |
||
| Use Output Builder to modify report layouts. | Output Builder is accessed by clicking the Edit button on the Layouts screen in report detail. Users with this right are able to determine what elements display on the layout, to determine their appearance, and to add major and minor sorts. Because this significantly changes the output of reports in a main group that is accessed by all users, this right should be restricted to report administrators. | ||
| Access detail screens and generate/print/preview the Broker List report and any report in the main Account group based on the Broker List report. | Access to this report should be limited to personnel who have the need to report on broker information. This does not necessarily include everyone who would have the need to access or modify broker accounts, because the Broker List report provides access to a much larger amount of information in one place. Also consider the additional information, such as policy information, that could be compiled in the Broker List report. | ||
| Access detail screens and generate/print/preview the Broker/Producer Commission Agreements report and any report in the main Account group based on the Broker/Producer Commission Agreements report. | This report is typically used to review all broker and producer commission agreements defined in the system. | ||
| Access detail screens and generate/print/preview the Client List report and any report in the main Account group based on the Client List report. | Access to this report should be limited to personnel who have the need to report on client information. This does not necessarily include everyone who would have the need to access or modify client accounts, because the Client List report provides access to a much larger amount of information in one place. Also consider the additional information, such as policy information, that could be compiled in the Client List report. | ||
| Access detail screens and generate/print/preview the Company Commission Agreements report and any report in the main Account group based on the Company Commission Agreements report. | This report is typically used to review all company commission agreements defined in the system. | ||
| Access detail screens and generate/print/preview the Company List report and any report in the main Account group based on the Company List report. | Access to this report should be limited to personnel who have the need to report on company information. This does not necessarily include everyone who would have the need to access or modify company accounts, because the Company List report provides access to a much larger amount of information in one place. | ||
| Access detail screens and generate/print/preview the Contact List report and any report in the main Account group based on the Contact List report. | Access to this report should be limited to personnel who have the need to report on contact information. This does not necessarily include everyone who would have the need to access or modify contacts, because the Contact List report provides access to a much larger amount of information in one place. Also consider the additional account information that could be compiled in the Contact List report. | ||
| Access detail screens and generate/print/preview the Employee List report and any report in the main Account group based on the Employee List report. | Access to this report should be limited to personnel who have the need to report on employee information. This does not necessarily include everyone who would have the need to access or modify employee accounts, because the Employee List report provides access to a much larger amount of information in one place. Due to the sensitive, internal nature of employee information, access to the Employee List report should be more carefully restricted than access to other reports in the Account group. | ||
| Access detail screens and generate/print/preview the Finance Company List report and any report in the main Account group based on the Finance Company List report. | Access to this report should be limited to personnel who have the need to report on finance company information. This does not necessarily include everyone who would have the need to access or modify finance company accounts, because the Finance Company List report provides access to a much larger amount of information in one place. | ||
| Access detail screens and generate/print/preview the Other Interest List report and any report in the main Account group based on the Other Interest List report. | Access to this report should be limited to personnel who have the need to report on other interest information. This does not necessarily include everyone who would have the need to access or modify other interest accounts, because the Other Interest List report provides access to a much larger amount of information in one place. | ||
| Access detail screens and generate/print/preview the Vendor List report and any report in the main Account group based on the Vendor List report. | Access to this report should be limited to personnel who have the need to report on vendor information. This does not necessarily include everyone who would have the need to access or modify vendor accounts, because the Vendor List report provides access to a much larger amount of information in one place. |
When assigning rights in this sub-area, you should first determine which of the first six basic rights the user is to have (View/Generate, Modify Criteria, Add/Remove Criteria, Add/Remove Layouts, Edit Layout Detail, Modify Output) and then select the individual reports on which the user will be able to perform those actions. For example, if you grant the user the View/Generate right but not the Activity Commission Report right, the user will not be able to generate the Activity Commission report. The report will display in the Reports/Marketing - Activity list, but upon attempting to access the report detail, the user will receive the message, "You do not have rights to this area."
| Permission | Enables | Implications | Related |
| Use the Generate action and the Print > Report and Print > Print Preview workflows for reports in the Activity main group. | This is the highest-level security right for reports in this area. Users who are denied the View/Generate right cannot run reports or view/obtain data for any reports in the Activity group. | This right is necessary in order to access report detail, so it must be granted in order for any of the other security rights under Reports/Marketing > Main Group - Activity to be effective. | |
| Access the Modify Criteria screen in report detail for reports in the Activity main group. | The Modify Criteria
screen enables users to see what criteria options are included
in a report as well as set parameters for those criteria. Granting
users this right, but denying them the Add/Remove criteria right,
helps ensure uniformity in the report setup but allows the parameters
to be tweaked as needed.
If a user is denied this right, but the parameter page is included with the report output, the user will still be able to view the criteria settings for the report without having the ability to change them. |
In order to add or remove criteria options for the report, the user must also be granted the Add/Remove Criteria right under Reports/Marketing > Main Group - Activity. | |
| Add or delete criteria options on the Modify Criteria screen in report detail for reports in the Activity main group. | Users without this right are unable to delete criteria options, but they are able to run the report without filtering by those options, i.e. by setting the criteria to include all items (granted they have the Modify Criteria right). | Users must also be granted the Modify Criteria right under Reports/Marketing > Main Group - Activity. | |
| Add or delete layouts on the Layouts screen in report detail for reports in the Activity main group. | This right should be restricted to those responsible for configuring reports (as opposed to merely generating/printing them). Allowing too many users to add layouts can create clutter in the Layouts list, and allowing too many users to delete layouts could result in the accidental deletion of a complex layout relied upon by multiple users. | ||
| Edit Layout Details | Modify the fields in the Detail frame on the Layouts screen in report detail for reports in the Activity main group. | Users with access to this area can change the name and description
of a layout and determine whether that layout is included when
the report is generated.
You may wish to restrict this right to most users to maintain consistency in layout names and avoid confusion. Users without this right cannot determine which layouts are automatically included when the report is generated. They may still print or preview a specific layout by selecting it on the Layouts screen, but when they run the Generate action for the report, they are limited to the layouts already selected for inclusion. |
|
| Modify Output | Use Output Builder to modify report layouts. | Output Builder is accessed by clicking the Edit button on the Layouts screen in report detail. Users with this right are able to determine what elements display on the layout, to determine their appearance, and to add major and minor sorts. Because this significantly changes the output of reports in a main group that is accessed by all users, this right should be restricted to report administrators. | |
| Activity Commission Report | Access detail screens and generate/print/preview the Activity Commission report and any report in the main Activity group based on the Activity Commission report. | When assigning rights to Activity reports, keep in mind that these reports expose line-level data, which may include sensitive policy/commission information. Activities can also be used to compile workload information, which may not be appropriate for non-managerial employees to access. | |
| Activity Declination Report | Access detail screens and generate/print/preview the Activity Declination report and any report in the main Activity group based on the Activity Declination report. | When assigning rights to Activity reports, keep in mind that these reports expose line-level data, which may include sensitive policy/commission information. Activities can also be used to compile workload information, which may not be appropriate for non-managerial employees to access. | |
| Activity Exceptions | Access detail screens and generate/print/preview the Activity Exceptions report and any report in the main Activity group based on the Activity Exceptions report. | When assigning rights to Activity reports, keep in mind that these reports expose line-level data, which may include sensitive policy/commission information. Activities can also be used to compile workload information, which may not be appropriate for non-managerial employees to access. | |
| Activity Report | Access detail screens and generate/print/preview the Activity report and any report in the main Activity group based on the Activity report. | When assigning rights to Activity reports, keep in mind that these reports expose line-level data, which may include sensitive policy/commission information. Activities can also be used to compile workload information, which may not be appropriate for non-managerial employees to access. | |
| Activity Summary Analysis | Access detail screens and generate/print/preview the Activity Summary Analysis report and any report in the main Activity group based on the Activity Summary Analysis report. | When assigning rights to Activity reports, keep in mind that these reports expose line-level data, which may include sensitive policy/commission information. Activities can also be used to compile workload information, which may not be appropriate for non-managerial employees to access. | |
| Activity Work Group Report | Access detail screens and generate/print/preview the Activity Work Group report and any report in the main Activity group based on the Activity Work Group report. | When assigning rights to Activity reports, keep in mind that these reports expose line-level data, which may include sensitive policy/commission information. Activities can also be used to compile workload information, which may not be appropriate for non-managerial employees to access. |
When assigning rights in this sub-area, you should first determine which of the first six basic rights the user is to have (View/Generate, Modify Criteria, Add/Remove Criteria, Add/Remove Layouts, Edit Layout Detail, Modify Output) and then select the individual reports on which the user will be able to perform those actions. For example, if you grant the user the View/Generate right but not the Personal Auto right, the user will not be able to generate the Personal Auto report. The report will display in the Reports/Marketing - Applications list, but upon attempting to access the report detail, the user will receive the message, "You do not have rights to this area."
| Permission | Enables | Implications | Related |
| Use the Generate action and the Print > Report and Print > Print Preview workflows for reports in the Applications main group. | This is the highest-level security right for reports in this area. Users who are denied the View/Generate right cannot run reports or view/obtain data for any reports in the Applications group. | This right is necessary in order to access report detail, so it must be granted in order for any of the other security rights under Reports/Marketing > Main Group - Applications to be effective. | |
| Access the Modify Criteria screen in report detail for reports in the Applications main group. | The Modify Criteria
screen enables users to see what criteria options are included
in a report as well as set parameters for those criteria. Granting
users this right, but denying them the Add/Remove criteria right,
helps ensure uniformity in the report setup but allows the parameters
to be tweaked as needed.
If a user is denied this right, but the parameter page is included with the report output, the user will still be able to view the criteria settings for the report without having the ability to change them. |
In order to add or remove criteria options for the report, the user must also be granted the Add/Remove Criteria right under Reports/Marketing > Main Group - Applications. | |
| Add or delete criteria options on the Modify Criteria screen in report detail for reports in the Applications main group. | Users without this right are unable to delete criteria options, but they are able to run the report without filtering by those options, i.e. by setting the criteria to include all items (granted they have the Modify Criteria right). | Users must also be granted the Modify Criteria right under Reports/Marketing > Main Group - Applications. | |
| Add or delete layouts on the Layouts screen in report detail for reports in the Applications main group. | This right should be restricted to those responsible for configuring reports (as opposed to merely generating/printing them). Allowing too many users to add layouts can create clutter in the Layouts list, and allowing too many users to delete layouts could result in the accidental deletion of a complex layout relied upon by multiple users. | ||
| Edit Layout Details | Modify the fields in the Detail frame on the Layouts screen in report detail for reports in the Applications main group. | Users with access to this area can change the name and description
of a layout and determine whether that layout is included when
the report is generated.
You may wish to restrict this right to most users to maintain consistency in layout names and avoid confusion. Users without this right cannot determine which layouts are automatically included when the report is generated. They may still print or preview a specific layout by selecting it on the Layouts screen, but when they run the Generate action for the report, they are limited to the layouts already selected for inclusion. |
|
| Modify Output | Use Output Builder to modify report layouts. | Output Builder is accessed by clicking the Edit button on the Layouts screen in report detail. Users with this right are able to determine what elements display on the layout, to determine their appearance, and to add major and minor sorts. Because this significantly changes the output of reports in a main group that is accessed by all users, this right should be restricted to report administrators. | |
| Residential Homeowners | Access detail screens and generate/print/preview the Residential Homeowners report and any report in the main Applications group based on the Residential Homeowners report. | This report is used to market based on policy detail for Residential Section - Homeowners. | |
| Personal Auto | Access detail screens and generate/print/preview the Personal Auto report and any report in the main Applications group based on the Personal Auto report. | This report is used to market based on policy detail for the Personal Auto Insurance application and Personal Auto applicant information. |
When assigning rights in this sub-area, you should first determine which of the first six basic rights the user is to have (View/Generate, Modify Criteria, Add/Remove Criteria, Add/Remove Layouts, Edit Layout Detail, Modify Output) and then select the individual reports on which the user will be able to perform those actions. For example, if you grant the user the View/Generate right but not the Claim Involved Parties Report right, the user will not be able to generate the Claim Involved Parties report. The report will display in the Reports/Marketing - Claim list, but upon attempting to access the report detail, the user will receive the message, "You do not have rights to this area."
| Permission | Enables | Implications | Related |
| Use the Generate action and the Print > Report and Print > Print Preview workflows for reports in the Claim main group. | This is the highest-level security right for reports in this area. Users who are denied the View/Generate right cannot run reports or view/obtain data for any reports in the Claim group. | This right is necessary in order to access report detail, so it must be granted in order for any of the other security rights under Reports/Marketing > Main Group - Claim to be effective. | |
| Access the Modify Criteria screen in report detail for reports in the Claim main group. | The Modify Criteria
screen enables users to see what criteria options are included
in a report as well as set parameters for those criteria. Granting
users this right, but denying them the Add/Remove criteria right,
helps ensure uniformity in the report setup but allows the parameters
to be tweaked as needed.
If a user is denied this right, but the parameter page is included with the report output, the user will still be able to view the criteria settings for the report without having the ability to change them. |
In order to add or remove criteria options for the report, the user must also be granted the Add/Remove Criteria right under Reports/Marketing > Main Group - Claim. | |
| Add or delete criteria options on the Modify Criteria screen in report detail for reports in the Claim main group. | Users without this right are unable to delete criteria options, but they are able to run the report without filtering by those options, i.e. by setting the criteria to include all items (granted they have the Modify Criteria right). | Users must also be granted the Modify Criteria right under Reports/Marketing > Main Group - Claim. | |
| Add or delete layouts on the Layouts screen in report detail for reports in the Claim main group. | This right should be restricted to those responsible for configuring reports (as opposed to merely generating/printing them). Allowing too many users to add layouts can create clutter in the Layouts list, and allowing too many users to delete layouts could result in the accidental deletion of a complex layout relied upon by multiple users. | ||
| Modify the fields in the Detail frame on the Layouts screen in report detail for reports in the Claim main group. | Users with access to this area can change the name and description
of a layout and determine whether that layout is included when
the report is generated.
You may wish to restrict this right to most users to maintain consistency in layout names and avoid confusion. Users without this right cannot determine which layouts are automatically included when the report is generated. They may still print or preview a specific layout by selecting it on the Layouts screen, but when they run the Generate action for the report, they are limited to the layouts already selected for inclusion. |
||
| Use Output Builder to modify report layouts. | Output Builder is accessed by clicking the Edit button on the Layouts screen in report detail. Users with this right are able to determine what elements display on the layout, to determine their appearance, and to add major and minor sorts. Because this significantly changes the output of reports in a main group that is accessed by all users, this right should be restricted to report administrators. | ||
| Access detail screens and generate/print/preview the Claim Involved Parties report and any report in the main Claim group based on the Claim Involved Parties report. | This report is used to provide a list of all involved parties associated to the claims entered. | ||
| Access detail screens and generate/print/preview the Claim report and any report in the main Claim group based on the Claim report. | This report is used to monitor the status of open claims. It can include/exclude adjustor information, claim amounts, and claim notes. | ||
| Access detail screens and generate/print/preview the Loss Ratio report and any report in the main Claim group based on the Loss Ratio report. | This report is used to compare the total dollar amount of business produced with the total dollar amount of losses filed/claimed by insureds. |
When assigning rights in this sub-area, you should first determine which of the first six basic rights the user is to have (View/Generate, Modify Criteria, Add/Remove Criteria, Add/Remove Layouts, Edit Layout Detail, Modify Output) and then select the individual reports on which the user will be able to perform those actions. For example, if you grant the user the View/Generate right but not the Service List Report right, the user will not be able to generate the Service List report. The report will display in the Reports/Marketing - Client Contracts list, but upon attempting to access the report detail, the user will receive the message, "You do not have rights to this area."
| Permission | Enables | Implications | Related |
| Use the Generate action and the Print > Report and Print > Print Preview workflows for reports in the Client Contracts main group. | This is the highest-level security right for reports in this area. Users who are denied the View/Generate right cannot run reports or view/obtain data for any reports in the Client Contracts group. | This right is necessary in order to access report detail, so it must be granted in order for any of the other security rights under Reports/Marketing > Main Group - Client Contracts to be effective. | |
| Access the Modify Criteria screen in report detail for reports in the Client Contracts main group. | The Modify Criteria
screen enables users to see what criteria options are included
in a report as well as set parameters for those criteria. Granting
users this right, but denying them the Add/Remove criteria right,
helps ensure uniformity in the report setup but allows the parameters
to be tweaked as needed.
If a user is denied this right, but the parameter page is included with the report output, the user will still be able to view the criteria settings for the report without having the ability to change them. |
In order to add or remove criteria options for the report, the user must also be granted the Add/Remove Criteria right under Reports/Marketing > Main Group - Client Contracts. | |
| Add or delete criteria options on the Modify Criteria screen in report detail for reports in the Client Contracts main group. | Users without this right are unable to delete criteria options, but they are able to run the report without filtering by those options, i.e. by setting the criteria to include all items (granted they have the Modify Criteria right). | Users must also be granted the Modify Criteria right under Reports/Marketing > Main Group - Client Contracts. | |
| Add or delete layouts on the Layouts screen in report detail for reports in the Client Contracts main group. | This right should be restricted to those responsible for configuring reports (as opposed to merely generating/printing them). Allowing too many users to add layouts can create clutter in the Layouts list, and allowing too many users to delete layouts could result in the accidental deletion of a complex layout relied upon by multiple users. | ||
| Modify the fields in the Detail frame on the Layouts screen in report detail for reports in the Client Contracts main group. | Users with access to this area can change the name and description
of a layout and determine whether that layout is included when
the report is generated.
You may wish to restrict this right to most users to maintain consistency in layout names and avoid confusion. Users without this right cannot determine which layouts are automatically included when the report is generated. They may still print or preview a specific layout by selecting it on the Layouts screen, but when they run the Generate action for the report, they are limited to the layouts already selected for incluison. |
||
| Use Output Builder to modify report layouts. | Output Builder is accessed by clicking the Edit button on the Layouts screen in report detail. Users with this right are able to determine what elements display on the layout, to determine their appearance, and to add major and minor sorts. Because this significantly changes the output of reports in a main group that is accessed by all users, this right should be restricted to report administrators. | ||
| Service List Report | Access detail screens and generate/print/preview the Service List report and any report in the main Client Contracts group based on the Service List report. | This report is used to list all of an agency's services. | |
| Client Contracts Expiry Report | Access detail screens and generate/print/preview the Client Contracts Expiry report and any report in the main Client Contracts group based on the Client Contracts Expiry report. | This report is used to provide a list of client contracts due to expire within a specified time period or those that have expired in the past and have not been renewed. It can be used as a source document for contacting customers about client contract service renewals or for marketing new products. |
When assigning rights in this sub-area, you should first determine which of the first six basic rights the user is to have (View/Generate, Modify Criteria, Add/Remove Criteria, Add/Remove Layouts, Edit Layout Detail, Modify Output) and then select the individual reports on which the user will be able to perform those actions. For example, if you grant the user the View/Generate right but not the 1099 Report right, the user will not be able to generate the 1099 report. The report will display in the Reports/Marketing - General Ledger list, but upon attempting to access the report detail, the user will receive the message, "You do not have rights to this area."
| Permission | Enables | Implications | Related |
| Use the Generate action and the Print > Report and Print > Print Preview workflows for reports in the General Ledger main group. | This is the highest-level security right for reports in this area. Users who are denied the View/Generate right cannot run reports or view/obtain data for any reports in the General Ledger group. | This right is necessary in order to access report detail, so it must be granted in order for any of the other security rights under Reports/Marketing > Main Group - General Ledger to be effective. | |
| Access the Modify Criteria screen in report detail for reports in the General Ledger main group. | The Modify Criteria
screen enables users to see what criteria options are included
in a report as well as set parameters for those criteria. Granting
users this right, but denying them the Add/Remove criteria right,
helps ensure uniformity in the report setup but allows the parameters
to be tweaked as needed.
If a user is denied this right, but the parameter page is included with the report output, the user will still be able to view the criteria settings for the report without having the ability to change them. |
In order to add or remove criteria options for the report, the user must also be granted the Add/Remove Criteria right under Reports/Marketing > Main Group - General Ledger. | |
| Add or delete criteria options on the Modify Criteria screen in report detail for reports in the General Ledger main group. | Users without this right are unable to delete criteria options, but they are able to run the report without filtering by those options, i.e. by setting the criteria to include all items (granted they have the Modify Criteria right). | Users must also be granted the Modify Criteria right under Reports/Marketing > Main Group - General Ledger. | |
| Add or delete layouts on the Layouts screen in report detail for reports in the General Ledger main group. | This right should be restricted to those responsible for configuring reports (as opposed to merely generating/printing them). Allowing too many users to add layouts can create clutter in the Layouts list, and allowing too many users to delete layouts could result in the accidental deletion of a complex layout relied upon by multiple users. | ||
| Modify the fields in the Detail frame on the Layouts screen in report detail for reports in the General Ledger main group. | Users with access to this area can change the name and description
of a layout and determine whether that layout is included when
the report is generated.
You may wish to restrict this right to most users to maintain consistency in layout names and avoid confusion. Users without this right cannot determine which layouts are automatically included when the report is generated. They may still print or preview a specific layout by selecting it on the Layouts screen, but when they run the Generate action for the report, they are limited to the layouts already selected for inclusion. |
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| Use Output Builder to modify report layouts. | Output Builder is accessed by clicking the Edit button on the Layouts screen in report detail. Users with this right are able to determine what elements display on the layout, to determine their appearance, and to add major and minor sorts. Because this significantly changes the output of reports in a main group that is accessed by all users, this right should be restricted to report administrators. | ||
| Access detail screens and generate/print/preview the 1099 report and any report in the main General Ledger group based on the 1099 report. | This report is typically used to report the income paid to a third party (not an employee) to generate data for the 1099 form. The capability to run this report for employee accounts (if Receives 1099 is checked in the account detail) has been provided in the case that a broker is entered as an employee. | ||
| Access detail screens and generate/print/preview the Balance Sheet report and any report in the main General Ledger group based on the Balance Sheet report. | This report is used to display a summary of an agency's financial status. It can be run for multiple agencies, as long as the agencies selected have the same fiscal period. | This report includes data only for structure combinations to which the user running it has security access granted. | |
| Access detail screens and generate/print/preview the Balance Sheet - Comparisons report and any report in the main General Ledger group based on the Balance Sheet - Comparisons report. | This report is similar to the Balance Sheet report but is used to compare multiple sets of General Ledger figures, enabling the user to compare Asset, Liability, and Equity account balances against balances for different time periods or against budgeted amounts entered in the GL Budgeting area. | This report includes data only for structure combinations to which the user running it has security access granted. | |
| Access detail screens and generate/print/preview the Bank Reconciliation Detail report and any report in the main General Ledger group based on the Bank Reconciliation Detail report. | This report displays all items that are outstanding and cleared on a bank reconciliation statement. It can be run to include all outstanding items as of the statement date. | ||
| Access detail screens and generate/print/preview the Bank Reconciliation Worksheet report and any report in the main General Ledger group based on the Bank Reconciliation Worksheet report. | This report displays all outstanding additions and withdrawals for a specific time period. It can be run backwards to balance to a previous bank statement. | ||
| Access detail screens and generate/print/preview the Deposit Register report and any report in the main General Ledger group based on the Deposit Register report. | This report displays information on deposits recorded in the
Receipts area. The Summary layout displays basic information for
each payment included in a deposit, while the Complete Detail
layout shows information on the accounts, policies, items, and
statements to which the receipt balances are applied.
Because the report contains bank account information, you may wish to restrict access. |
The On Demand Deposit Register, which provides access to the same information, is secured separately under General Ledger > Receipts. | |
| Access detail screens and generate/print/preview the General Ledger Register report and any report in the main General Ledger group based on the General Ledger Register report. | This report displays details for receipts, disbursements, vouchers, journal entries, month-end entries, and year-end entries. Separate versions can be created for each of these types of items, if desired. The report has the ability to include the offsetting details per entry under each General Ledger account. | ||
| Access detail screens and generate/print/preview the General Ledger Schedules report and any report in the main General Ledger group based on the General Ledger Schedules report. | This report displays details for receipts, disbursements, vouchers, journal entries, month-end entries, and year-end entries, sorted by GL schedule. Separate versions can be created for each of these types of items, if desired. | ||
| Access detail screens and generate/print/preview the Income Statement report and any report in the main General Ledger group based on the Income Statement report. | This report reflects an agency's income, expenses, and net profit/loss for a selected accounting month. It shows the current period and year-to-date figures as well as the percentage of change for that particular month. It can be run for multiple agencies, as long as the agencies selected have the same fiscal period. | This report includes data only for structure combinations to which the user running it has security access granted. | |
| Access detail screens and generate/print/preview the Journal Entry report and any report in the main General Ledger group based on the Journal Entry report. | This report displays details about journal entries and can be used to track the approval process, including related activities and notes. It is also useful for viewing journal entries that have not yet been approved or that have a specific status. | ||
| Access detail screens and generate/print/preview the Income Statement - Comparisons report and any report in the main General Ledger group based on the Income Statement - Comparisons report. | This report is similar to the Income Statement report but is used to compare multiple sets of General Ledger figures, enabling the user to compare Income and Expense account balances against balances for different time periods or against budgeted amounts entered in the GL Budgeting area. | This report includes data only for structure combinations to which the user running it has security access granted. | |
| Access detail screens and generate/print/preview the Premium Trust Reconciliation report and any report in the main General Ledger group based on the Premium Trust Reconciliation report. | This report enables an agency to verify that enough money exists in the Premium Trust bank account to pay net premium liabilities. In order to be included on the report, transactions must have client payments or premium payable payments associated to them. Items that have been flagged for payment on a reconciliation statement are not considered paid, and therefore are not included on the report, until the statement is associated to a disbursement, receipt, or journal entry. If the statement is associated to a voucher, the items on the statement will not be included on the report until the voucher is paid with a disbursement. | ||
| Access detail screens and generate/print/preview the Status of Accounts report and any report in the main General Ledger group based on the Status of Accounts report. | This report provides General Ledger account details related to all General Ledger entries made in the selected period. It includes opening and ending balances, all transactions affecting the balance, and net change in balance. | This report, as well as the Status of Accounts On Demand report, includes data only for structure combinations to which the user running it has security access granted. | |
| Access detail screens and generate/print/preview the Trial Balance report and any report in the main General Ledger group based on the Trial Balance report. | This report serves as a summarized version of the Status of Accounts report. It includes the beginning balance, total debit/credit, and ending balance for each General Ledger account, but not the individual transactions. | This report includes data only for structure combinations to which the user running it has security access granted. | |
| Access detail screens and generate/print/preview the Trial Balance - Comparisons report and any report in the main General Ledger group based on the Trial Balance - Comparisons report. | This report is similar to the Trial Balance report but is used to compare multiple sets of General Ledger figures, enabling the user to compare account balances against balances for different time periods or against budgeted amounts entered in the GL Budgeting area. | This report includes data only for structure combinations to which the user running it has security access granted. | |
| Access detail screens and generate/print/preview the Voucher report and any report in the main General Ledger group based on the Voucher report. | This report can be run for all unpaid vouchers. The total amount for unpaid vouchers can then be used to balance to the Pending Payables account. |
When assigning rights in this sub-area, you should first determine which of the first six basic rights the user is to have (View/Generate, Modify Criteria, Add/Remove Criteria, Add/Remove Layouts, Edit Layout Detail, Modify Output). Then select the individual reports on which the user will be able to perform those actions and additional actions (Create New Report, Copy Report to, Revert to Default Settings, Edit Report Name/Comments, Generate Report). For example, if you grant the user the View/Generate right but not the Communication Log - Claims Received right, the user will not be able to generate the Communication Log - Claims Received report. The report will display in the Reports/Marketing - Interface list, but upon attempting to access the report detail, the user will receive the message, "You do not have rights to this area."
| Permission | Enables | Implications | Related |
| Use the Generate action and the Print > Report and Print > Print Preview workflows for reports in the Interface main group. | This is the highest-level security right for reports in this area. Users who are denied the View/Generate right cannot run reports or view/obtain data for any reports in the Interface group. | This right is necessary in order to access report detail, so it must be granted in order for any of the other security rights under Reports/Marketing > Main Group - Interface to be effective. | |
| Access the Modify Criteria screen in report detail for reports in the Interface main group. | The Modify Criteria
screen enables users to see what criteria options are included
in a report as well as set parameters for those criteria. Granting
users this right, but denying them the Add/Remove criteria right,
helps ensure uniformity in the report setup but allows the parameters
to be tweaked as needed.
If a user is denied this right, but the parameter page is included with the report output, the user will still be able to view the criteria settings for the report without having the ability to change them. |
In order to add or remove criteria options for the report, the user must also be granted the Add/Remove Criteria right under Reports/Marketing > Main Group - Interface. | |
| Add or delete criteria options on the Modify Criteria screen in report detail for reports in the Interface main group. | Users without this right are unable to delete criteria options, but they are able to run the report without filtering by those options, i.e. by setting the criteria to include all items (granted they have the Modify Criteria right). | Users must also be granted the Modify Criteria right under Reports/Marketing > Main Group - Interface. | |
| Add or delete layouts on the Layouts screen in report detail for reports in the Interface main group. | This right should be restricted to those responsible for configuring reports (as opposed to merely generating/printing them). Allowing too many users to add layouts can create clutter in the Layouts list, and allowing too many users to delete layouts could result in the accidental deletion of a complex layout relied upon by multiple users. | ||
| Edit Layout Details | Modify the fields in the Detail frame on the Layouts screen in report detail for reports in the Interface main group. | Users with access to this area can change the name and description
of a layout and determine whether that layout is included when
the report is generated.
You may wish to restrict this right to most users to maintain consistency in layout names and avoid confusion. Users without this right cannot determine which layouts are automatically included when the report is generated. They may still print or preview a specific layout by selecting it on the Layouts screen, but when they run the Generate action for the report, they are limited to the layouts already selected for inclusion. |
|
| Modify Output | Use Output Builder to modify report layouts. | Output Builder is accessed by clicking the Edit button on the Layouts screen in report detail. Users with this right are able to determine what elements display on the layout, to determine their appearance, and to add major and minor sorts. Because this significantly changes the output of reports in a main group that is accessed by all users, this right should be restricted to report administrators. | |
| Communication Log - ADI Created | Access detail screens and generate/print/preview the Communication Log - Automated Download Invoices Created report and any report in the main Interface group based on the Communication Log - Automated Download Invoices Created report. | Access to this report should be restricted to servicing/accounting personnel who would need information on Automated Download Invoicing transactions. This does not necessarily include everyone who would have the need to access or modify interface setups, because this report provides access to a much larger amount of information in one place. | |
| Communication Log - ADI Received | Access detail screens and generate/print/preview the Communication Log - Automated Download Invoices Received report and any report in the main Interface group based on the Communication Log - Automated Download Invoices Received report. | Access to this report should be restricted to interface personnel who would need information on Automated Download Invoicing transactions. This does not necessarily include everyone who would have the need to access or modify interface setups, because this report provides access to a much larger amount of information in one place. | |
| Communication Log - Default | Access detail screens and generate/print/preview the Communication Log - Default report and any report in the main Interface group based on the Communication Log - Default report. | Access to this report should be restricted to interface personnel who are responsible for reviewing the Communication Logs. This report displays all downloaded items for every download type, including errors that Download encountered. | |
| Communication Log - eDocs & Messages Received | Access detail screens and generate/print/preview the Communication Log - eDocs & Messages Received report and any report in the main Interface group based on the Communication Log - eDocs & Messages Received report. | Access to this report should be restricted to personnel responsible for viewing and reviewing the Communication Logs. This report provides a list of all eDoc messages received that meet the criteria set by the user. | |
| Communication Log - ADI Errors | Access detail screens and generate/print/preview the Communication Log - Errors Were Found in Automated Download Invoices report and any report in the main Interface group based on the Communication Log - Errors Were Found in Automated Download Invoices report. | Access to this report should be restricted to servicing/accounting/interface personnel who would need information on Automated Download Invoicing transactions. This does not necessarily include everyone who would have the need to access or modify interface setups, because this report provides access to a much larger amount of information in one place. | |
| Communication Log - eDocs & Messages Errors | Access detail screens and generate/print/preview the Communication Log - Errors Were Found in eDocs & Messages Received report and any report in the main Interface group based on the Communication Log - Errors Were Found in eDocs & Messages Received report. | Access to this report should be restricted to personnel responsible for viewing and reviewing the Communication Logs. This report provides a list of all errors received during an eDocs & Messages download session that meet the criteria set by the user. | |
| Communication Log - Policy Errors | Access detail screens and generate/print/preview the Communication Log - Errors Were Found in Policies Received report and any report in the main Interface group based on the Communication Log - Errors Were Found in Policies Received report. | Access to this report should be restricted to servicing/accounting/interface personnel who would need information on policy download. This does not necessarily include everyone who would have the need to access or modify interface setups, because this report provides access to a much larger amount of information in one place. | |
| Communication Log - Policy Exceptions | Access detail screens and generate/print/preview the Communication Log - Exception Report for Policies Received report and any report in the main Interface group based on the Communication Log - Exception Report for Policies Received report. | Access to this report should be restricted to servicing/accounting/interface personnel who would need information on significant increases/decreases in premium received via policy download. This does not necessarily include everyone who would have the need to access or modify interface setups, because this report provides access to a much larger amount of information in one place. | |
| Communication Log - Policy Received | Access detail screens and generate/print/preview the Communication Log - Policies Received report and any report in the main Interface group based on the Communication Log - Policies Received report. | Access to this report should be restricted to servicing/accounting/interface personnel who would need information on policy download. This does not necessarily include everyone who would have the need to access or modify interface setups, because this report provides access to a much larger amount of information in one place. | |
| Communication Log - Policy Information | Access detail screens and generate/print/preview the Communication Log - Policy Information report and any report in the main Interface group based on the Communication Log - Policy Information report. | Access to this report should be restricted to servicing/accounting/interface personnel who would need information on policy download. This does not necessarily include everyone who would have the need to access or modify interface setups, because this report provides access to a much larger amount of information in one place. | |
| Communication Log - Session Errors | Access detail screens and generate/print/preview the Communication Log - Session Conflicts report and any report in the main Interface group based on the Communication Log - Session Conflicts report. | Access to this report should be restricted to interface personnel who would need information on errors encountered when attempting to run an interface procedure (Ivans, Batch Update from Files, Initial Load, Update from Suspense, Reprocess Items in Suspense, etc.). This does not necessarily include everyone who would have the need to access or modify interface setups, because this report provides access to a much larger amount of information in one place. |
When assigning rights in this sub-area, you should first determine which of the first six basic rights the user is to have (View/Generate, Modify Criteria, Add/Remove Criteria, Add/Remove Layouts, Edit Layout Detail, Modify Output) and then select the individual reports on which the user will be able to perform those actions. For example, if you grant the user the View/Generate right but not the Permission Detail right, the user will not be able to generate the Permission Detail report. The report will display in the Reports/Marketing - Management list, but upon attempting to access the report detail, the user will receive the message, "You do not have rights to this area."
| Permission | Enables | Implications | Related |
| Use the Generate action and the Print > Report and Print > Print Preview workflows for reports in the Management main group. | This is the highest-level security right for reports in this area. Users who are denied the View/Generate right cannot run reports or view/obtain data for any reports in the Management group. | This right is necessary in order to access report detail, so it must be granted in order for any of the other security rights under Reports/Marketing > Main Group - Management to be effective. | |
| Access the Modify Criteria screen in report detail for reports in the Management main group. | The Modify Criteria
screen enables users to see what criteria options are included
in a report as well as set parameters for those criteria. Granting
users this right, but denying them the Add/Remove criteria right,
helps ensure uniformity in the report setup but allows the parameters
to be tweaked as needed.
If a user is denied this right, but the parameter page is included with the report output, the user will still be able to view the criteria settings for the report without having the ability to change them. |
In order to add or remove criteria options for the report, the user must also be granted the Add/Remove Criteria right under Reports/Marketing > Main Group - Management. | |
| Add or delete criteria options on the Modify Criteria screen in report detail for reports in the Management main group. | Users without this right are unable to delete criteria options, but they are able to run the report without filtering by those options, i.e. by setting the criteria to include all items (granted they have the Modify Criteria right). | Users must also be granted the Modify Criteria right under Reports/Marketing > Main Group - Management. | |
| Add or delete layouts on the Layouts screen in report detail for reports in the Management main group. | This right should be restricted to those responsible for configuring reports (as opposed to merely generating/printing them). Allowing too many users to add layouts can create clutter in the Layouts list, and allowing too many users to delete layouts could result in the accidental deletion of a complex layout relied upon by multiple users. | ||
| Edit Layout Details | Modify the fields in the Detail frame on the Layouts screen in report detail for reports in the Management main group. | Users with access to this area can change the name and description
of a layout and determine whether that layout is included when
the report is generated.
You may wish to restrict this right to most users to maintain consistency in layout names and avoid confusion. Users without this right cannot determine which layouts are automatically included when the report is generated. They may still print or preview a specific layout by selecting it on the Layouts screen, but when they run the Generate action for the report, they are limited to the layouts already selected for inclusion. |
|
| Modify Output | Use Output Builder to modify report layouts. | Output Builder is accessed by clicking the Edit button on the Layouts screen in report detail. Users with this right are able to determine what elements display on the layout, to determine their appearance, and to add major and minor sorts. Because this significantly changes the output of reports in a main group that is accessed by all users, this right should be restricted to report administrators. | |
| Permission Detail | Access detail screens and generate/print/preview the Permission Detail report and any report in the main Management group based on the Permission Detail report. | Access to this report should be limited to managerial personnel. It can be run to determine which users or security groups are granted or denied certain program access security objects. | |
| Security Group Detail | Access detail screens and generate/print/preview the Security Group Detail report and any report in the main Management group based on the Security Group Detail report. | Access to this report should be limited to managerial personnel. It can be run to provide a list of the members in a security group or which program access security objects are granted or denied to the group as a whole. | |
| User Detail | Access detail screens and generate/print/preview the User Detail report and any report in the main Management group based on the User Detail report. | Access to this report should be limited to managerial personnel. It provides data on individual users’ structure access, program access, or bank account access permissions. | |
| User Login Report | Access detail screens and generate/print/preview the User Login report and any report in the main Management group based on the User Login report. | Access to this report should be limited to managerial personnel. It provides a record of individual users’ successful and/or unsuccessful login attempts during the designated period of time. | |
| myEpic Workflow Tracking | Access detail screens and generate/print/preview the myEpic Workflow Tracking report and any report in the main Management group based on the myEpic Workflow Tracking report. | Access to this report should be limited to managerial personnel. It provides insight into Workflow Groups, workflow usage, and start and end owners, as well as information on suspend reasons, comments, dates, and resumed dates. | |
| myEpic Workstep Tracking | Access detail screens and generate/print/preview the myEpic Workstep Tracking report and any report in the main Management group based on the myEpic Workstep Tracking report. | Access to this report should be limited to managerial personnel. It provides insight into workflow worksteps, their frequency, and their total and average duration. | |
| Policy Checking Report | Access detail screens and generate/print/preview the Policy Checking report and any report in the main Management group based on the Policy Checking report. | Access to this report should be limited to managerial personnel. It provides insight into the volume of Policy Checking usage and the time that Policy Checking Comparisons take to complete. | |
| SMS Report | Access detail screens and generate/print/preview the SMS report and any report in the main Management group based on the SMS report. | Access to this report should be limited to managerial personnel. It provides insight into the volume of integrated texting usage per employee and client. | |
| Verify Policy Renewal Commission Agreements | Access detail screens and generate/print/preview the Verify Policy Renewal Commission Agreements report. | Access to this report should be limited to managerial personnel and servicing personnel who renew policies using the Renew action. This report documents the previous and current commission agreements on each manually renewed policy and the reasons for any changes the system has made to commission agreements. |
When assigning rights in this sub-area, you should first determine which of the first six basic rights the user is to have (View/Generate, Modify Criteria, Add/Remove Criteria, Add/Remove Layouts, Edit Layout Detail, Modify Output) and then select the individual reports on which the user will be able to perform those actions. For example, if you grant the user the View/Generate right but not the Forecast right, the user will not be able to generate the Forecast report. The report will display in the Reports/Marketing - Opportunities list, but upon attempting to access the report detail, the user will receive the message "You do not have rights to this area."
| Permission | Enables | Implications | Related |
| View/Generate | Use the Generate action and the Print > Report and Print > Print Preview workflows for reports in the Opportunities main group. | This is the highest-level security right for reports in this area. Users who are denied the View/Generate right cannot run reports or view/obtain data for any reports in the Opportunities group. | This right is necessary to access report detail, so it must be granted in order for any of the other security rights under Reports/Marketing > Main Group - Opportunities to be effective. |
| Modify Criteria | Access the Modify Criteria screen in report detail for reports in the Opportunities main group. | The Modify Criteria screen enables users to see what criteria options are included in a report as well as set parameters for those criteria. Granting users this right, but denying them the Add/Remove criteria right, helps ensure uniformity in the report setup but allows the parameters to be tweaked as needed. If a user is denied this right, but the parameter page is included with the report output, the user will still be able to view the criteria settings for the report without having the ability to change them. | In order to add or remove criteria options for the report, the user must also be granted the Add/Remove Criteria right under Reports/Marketing > Main Group - Opportunities. |
| Add or delete criteria options on the Modify Criteria screen in report detail for reports in the Opportunities main group. | Users without this right are unable to delete criteria options, but they are able to run the report without filtering by those options, i.e., by setting the criteria to include all items (granted they have the Modify Criteria right). | Users must also be granted the Modify Criteria right under Reports/Marketing > Main Group - Opportunities. | |
| Add or delete layouts on the Layouts screen in report detail for reports in the Opportunities main group. | This right should be restricted to those responsible for configuring reports (as opposed to merely generating/printing them). Allowing too many users to add layouts can create clutter in the Layouts list, and allowing too many users to delete layouts could result in the accidental deletion of a complex layout relied upon by multiple users. |
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| Edit Layout Details | Modify the fields in the Detail frame on the Layouts screen in report detail for reports in the Opportunities main group. | Users with access to this area can change the name and description of a layout and determine whether that layout is included when the report is generated. You may wish to restrict this right to most users to maintain consistency in layout names and avoid confusion. Users without this right cannot determine which layouts are automatically included when the report is generated. They may still print or preview a specific layout by selecting it on the Layouts screen, but when they run the Generate action for the report, they are limited to the layouts already selected for inclusion. | |
| Modify Output | Use Output Builder to modify report layouts. | Output Builder is accessed by clicking the Edit button on the Layouts screen in report detail. Users with this right are able to determine what elements display on the layout, to determine their appearance, and to add major and minor sorts. Because this significantly changes the output of reports in a main group that is accessed by all users, this right should be restricted to report administrators. |
|
| Pipeline Report | Access detail screens and generate/print/preview the Pipeline report and any report in the main Opportunities group based on the Pipeline report. | This report helps sales staff, as well as their Sales Managers, keep track of the open opportunities they are working on and prioritize their work. | |
| Forecast | Access detail screens and generate/print/preview the Forecast report and any report in the main Opportunities group based on the Forecast report. | This report forecasts the open Opportunities that are targeted to be closed by a specific date, helping sales staff and their managers to track and prioritize their open opportunities. | |
| Sales | Access detail screens and generate/print/preview the Sales report and any report in the main Opportunities group based on the Sales report. | This report displays employees’ and brokers’ current sales figures and measures their progress toward their sales targets, providing useful information about sales performance to sales personnel and their managers. | |
| Hit Ratio Report | Access detail screens and generate/print/preview the Hit Ratio report and any report in the main Opportunities group based on the Hit Ratio report. | This report enables sales staff, sales managers, and the principals of your organization to see how much business is being won and lost based on the number of opportunities entered during a specific period of time. |
When assigning rights in this sub-area, you should first determine which of the first six basic rights the user is to have (View/Generate, Modify Criteria, Add/Remove Criteria, Add/Remove Layouts, Edit Layout Detail, Modify Output) and then select the individual reports on which the user will be able to perform those actions. For example, if you grant the user the View/Generate right but not the Binder Report right, the user will not be able to generate the Binder report. The report will display in the Reports/Marketing - Policy list, but upon attempting to access the report detail, the user will receive the message, "You do not have rights to this area."
| Permission | Enables | Implications | Related |
| Use the Generate action and the Print > Report and Print > Print Preview workflows for reports in the Policy main group. | This is the highest-level security right for reports in this area. Users who are denied the View/Generate right cannot run reports or view/obtain data for any reports in the Policy group. | This right is necessary in order to access report detail, so it must be granted in order for any of the other security rights under Reports/Marketing > Main Group - Policy to be effective. | |
| Access the Modify Criteria screen in report detail for reports in the Policy main group. | The Modify Criteria
screen enables users to see what criteria options are included
in a report as well as set parameters for those criteria. Granting
users this right, but denying them the Add/Remove criteria right,
helps ensure uniformity in the report setup but allows the parameters
to be tweaked as needed.
If a user is denied this right, but the parameter page is included with the report output, the user will still be able to view the criteria settings for the report without having the ability to change them. |
In order to add or remove criteria options for the report, the user must also be granted the Add/Remove Criteria right under Reports/Marketing > Main Group - Policy. | |
| Add or delete criteria options on the Modify Criteria screen in report detail for reports in the Policy main group. | Users without this right are unable to delete criteria options, but they are able to run the report without filtering by those options, i.e. by setting the criteria to include all items (granted they have the Modify Criteria right). | Users must also be granted the Modify Criteria right under Reports/Marketing > Main Group - Policy. | |
| Add or delete layouts on the Layouts screen in report detail for reports in the Policy main group. | This right should be restricted to those responsible for configuring reports (as opposed to merely generating/printing them). Allowing too many users to add layouts can create clutter in the Layouts list, and allowing too many users to delete layouts could result in the accidental deletion of a complex layout relied upon by multiple users. | ||
| Modify the fields in the Detail frame on the Layouts screen in report detail for reports in the Policy main group. | Users with access to this area can change the name and description
of a layout and determine whether that layout is included when
the report is generated.
You may wish to restrict this right to most users to maintain consistency in layout names and avoid confusion. Users without this right cannot determine which layouts are automatically included when the report is generated. They may still print or preview a specific layout by selecting it on the Layouts screen, but when they run the Generate action for the report, they are limited to the layouts already selected for inclusion. |
||
| Use Output Builder to modify report layouts. | Output Builder is accessed by clicking the Edit button on the Layouts screen in report detail. Users with this right are able to determine what elements display on the layout, to determine their appearance, and to add major and minor sorts. Because this significantly changes the output of reports in a main group that is accessed by all users, this right should be restricted to report administrators. | ||
| Access detail screens and generate/print/preview the Binder report and any report in the main Policy group based on the Binder report. | This report can be used to provide a list of all binders entered and their statuses, or filtered to include all binders due to expire within a specified range of dates. | ||
| Access detail screens and generate/print/preview the Book of Business - Line Book report and any report in the main Policy group based on the Book of Business - Line Book report. | This report represents an agency's current Book of Business for the line detail level. Results for this report are based on the recipient's structure security. If the recipient does not have security access to a specific structure, information related to that structure will be excluded from the report results. | ||
| Access detail screens and generate/print/preview the Book of Business - Policy Book report and any report in the main Policy group based on the Book of Business - Policy Book report. | This report represents an agency's current Book of Business for the policy detail level. Results for this report are based on the recipient's structure security. If the recipient does not have security access to a specific structure, information related to that structure will be excluded from the report results. | ||
| Access detail screens and generate/print/preview the Cross Reference Book of Business - Policy Book report and any report in the main Policy group based on the Cross Reference Book of Business - Policy Book report. | This report is used to compare the agency's Book of Business for a selected month/year with a previous period, providing perspective on an agency's growth over time. The report presents figures for each period as well as the difference between the periods, shown either as the percentage of change in premium dollars invoiced or commission dollars earned. | ||
| Access detail screens and generate/print/preview the Expiry report and any report in the main Policy group based on the Expiry report. | This report is used to provide a list of policies due to expire within a specified time period or those that have expired in the past and have not been renewed. It can be used as a source document for contacting customers about policy renewals or for marketing new products. | ||
| Access detail screens and generate/print/preview the Policies With No Transactions report and any report in the main Policy group based on the Policies With No Transactions report. | This report is used to display all policies for which no transactions have been entered. | ||
| Access detail screens and generate/print/preview the Policy List report ,Retention report and any other report in the main Policy group based on the Policy List report. | The Policy List report lists an agency's policies/lines grouped by client. The Retention report helps you identify and analyze how much business your organization has retained and lost to assist you in developing projections, future business initiatives, and goals. |
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| Access detail screens and generate/print/preview the Verify Policy Commissions - Premium Payable Agreements report and any report in the main Policy group based on the Verify Policy Commissions - Premium Payable Agreements report. | This report is used to compare commission information on policies to premium payable commission agreements installed in the system. | ||
| Access detail screens and generate/print/preview the Verify Policy Commissions - Producer/Broker Agreements report and any report in the main Policy group based on the Verify Policy Commissions - Producer/Broker Agreements report. | This report is used to compare commission information on policies to producer/broker commission agreements installed in the system. | ||
| Access detail screens and generate/print/preview the With This, Not That report and any report in the main Policy group based on the With This, Not That report. | This report is used to generate lists of insured and/or prospective clients to whom additional policies/lines might be marketed. |
When assigning rights in this sub-area, you should first determine which of the first six basic rights the user is to have (View/Generate, Modify Criteria, Add/Remove Criteria, Add/Remove Layouts, Edit Layout Detail, Modify Output) and then select the individual reports on which the user will be able to perform those actions. For example, if you grant the user the View/Generate right but not the Account Current Report right, the user will not be able to generate the Account Current report. The report will display in the Reports/Marketing - Transaction list, but upon attempting to access the report detail, the user will receive the message, "You do not have rights to this area."
| Permission | Enables | Implications | Related |
| Use the Generate action and the Print > Report and Print > Print Preview workflows for reports in the Transaction main group. | This is the highest-level security right for reports in this area. Users who are denied the View/Generate right cannot run reports or view/obtain data for any reports in the Transaction group. | This right is necessary in order to access report detail, so it must be granted in order for any of the other security rights under Reports/Marketing > Main Group - Transaction to be effective. | |
| Access the Modify Criteria screen in report detail for reports in the Transaction main group. | The Modify Criteria
screen enables users to see what criteria options are included
in a report as well as set parameters for those criteria. Granting
users this right, but denying them the Add/Remove criteria right,
helps ensure uniformity in the report setup but allows the parameters
to be tweaked as needed.
If a user is denied this right, but the parameter page is included with the report output, the user will still be able to view the criteria settings for the report without having the ability to change them. |
In order to add or remove criteria options for the report, the user must also be granted the Add/Remove Criteria right under Reports/Marketing > Main Group - Transaction. | |
| Add or delete criteria options on the Modify Criteria screen in report detail for reports in the Transaction main group. | Users without this right are unable to delete criteria options, but they are able to run the report without filtering by those options, i.e. by setting the criteria to include all items (granted they have the Modify Criteria right). | Users must also be granted the Modify Criteria right under Reports/Marketing > Main Group - Transaction. | |
| Add or delete layouts on the Layouts screen in report detail for reports in the Transaction main group. | This right should be restricted to those responsible for configuring reports (as opposed to merely generating/printing them). Allowing too many users to add layouts can create clutter in the Layouts list, and allowing too many users to delete layouts could result in the accidental deletion of a complex layout relied upon by multiple users. | ||
| Modify the fields in the Detail frame on the Layouts screen in report detail for reports in the Transaction main group. | Users with access to this area can change the name and description
of a layout and determine whether that layout is included when
the report is generated.
You may wish to restrict this right to most users to maintain consistency in layout names and avoid confusion. Users without this right cannot determine which layouts are automatically included when the report is generated. They may still print or preview a specific layout by selecting it on the Layouts screen, but when they run the Generate action for the report, they are limited to the layouts already selected for inclusion. |
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| Use Output Builder to modify report layouts. | Output Builder is accessed by clicking the Edit button on the Layouts screen in report detail. Users with this right are able to determine what elements display on the layout, to determine their appearance, and to add major and minor sorts. Because this significantly changes the output of reports in a main group that is accessed by all users, this right should be restricted to report administrators. | ||
| Access detail screens and generate/print/preview the Account Current report and any report in the main Transaction group based on the Account Current report. | This report enables a user to view all account current items booked during a certain time period. It could be submitted to a carrier along with the company disbursement, or run to balance to the Account Current journal entry at Month-End. | ||
| Access detail screens and generate/print/preview the Accounting Productivity report and any report in the main Transaction group based on the Accounting Productivity report. | This report displays counts of the number of accounting functions performed per employee or per office. It is used to track the productivity of accounting personnel. | ||
| Access detail screens and generate/print/preview the Aged Current Premium Payables report and any report in the main Transaction group based on the Aged Current Premium Payables report. | This report displays all outstanding company payable items that still have a payable balance for the time period selected. It can be run backwards to obtain the company outstanding payables from previous periods or run for a future date to review company payables that will soon be due. | ||
| Access detail screens and generate/print/preview the Aged Outstanding Balances report and any report in the main Transaction group based on the Aged Outstanding Balances report. | This report displays all outstanding receivable balances as of a specified "age date." | ||
| Access detail screens and generate/print/preview the Aged Producer/Broker Payables report and any report in the main Transaction group based on the Aged Producer/Broker Payables report. | This report is only available if the system is or once was configured to reconcile producers and/or brokers. It displays items making up the balance of the producer/broker payable General Ledger account. | ||
| Access detail screens and generate/print/preview the Balancing Aged Producer/Broker Payables report and any report in the main Transaction group based on the Balancing Aged Producer/Broker Payables report. | This report is only available if the system is or once was configured to reconcile producers and/or brokers. It displays items making up the balance of the producer/broker payable General Ledger account in an aging format. | ||
| Access detail screens and generate/print/preview the Balancing Current Premium Payables report and any report in the main Transaction group based on the Balancing Current Premium Payables report. | This report displays all items remaining in the Current Premium Payables General Ledger account for the time period selected. It can be used to balance to the Premium Payables General Ledger account for prior periods. | ||
| Access detail screens and generate/print/preview the Balancing Deferred Income report and any report in the main Transaction group based on the Balancing Deferred Income report. | This report displays all service fee items remaining in the Deferred Income General Ledger account for the time period selected. It can be used to balance to the Deferred Income General Ledger account for prior periods. | ||
Balancing Deferred Transaction Interagency Payables/Receivables |
Access detail screens and generate/print/preview the Balancing Deferred Transaction Interagency Payables/Receivables report and any report in the main Transaction group based on the Balancing Deferred Transaction Interagency Payables/Receivables report. | This report displays all items making up the balance of the Deferred Interagency Receivables General Ledger account. | |
| Access detail screens and generate/print/preview the Balancing Government Payables report and any report in the main Transaction group based on the Balancing Government Payables report. | This report displays all items remaining in the Government Payable General Ledger account. It can be used to track outstanding government payable balances. | ||
| Access detail screens and generate/print/preview the Balancing Producer/Broker Payables report and any report in the main Transaction group based on the Balancing Producer/Broker Payables report. | This report is only available if the system is or once was configured to reconcile producers and/or brokers. It displays items making up the balance of the producer/broker payable General Ledger account. | ||
| Access detail screens and generate/print/preview the Balancing Receivables report and any report in the main Transaction group based on the Balancing Receivables report. | This report displays the transactions making up the balance of Accounts Receivable for the time period selected. It can be used to balance to Accounts Receivable for prior periods. | ||
| Access detail screens and generate/print/preview the Billing Register report and any report in the main Transaction group based on the Billing Register report. | This report displays a summary of all receivables, premium payables, and producer/broker payables for a single bill. It can be used to verify that transactions were entered correctly before the bill is distributed to the client. | ||
| Access detail screens and generate/print/preview the Broker Commission report and any report in the main Transaction group based on the Broker Commission report. | This report is used to review broker commission expenses posted by Month-End based on the agency's broker commission posting method for agency bill and direct bill business (which is established in Configure > Accounting > Accounting Methods). | ||
| Access detail screens and generate/print/preview the Commission Tracking report and any report in the main Transaction group based on the Commission Tracking report. | This report tracks agency commission per policy. The total can be compared against the actual commission received. | ||
| Access detail screens and generate/print/preview the Commission Variance Report and any report in the main Transaction group based on the Commission Variance Report. | This report helps you to determine if the agency commission amount actually received from the carrier is within the range of what your agency expected to receive based on the estimated line commission. | ||
| Access detail screens and generate/print/preview the Commission Volume report and any report in the main Transaction group based on the Commission Volume report. | This report is used to identify top ranking producers/brokers based on agency revenue volume. It enables the user to obtain the percentage of the overall revenue that each producer/broker is responsible for contributing. | ||
| Access detail screens and generate/print/preview the Cross Reference Production report and any report in the main Transaction group based on the Cross Reference Production report. | This report is used to compare premium and revenue figures across multiple time periods. | ||
| Access detail screens and generate/print/preview the Deferred Payables - Broker report and any report in the main Transaction group based on the Deferred Payables - Broker report. | This report displays all items making up the balance of the Deferred Broker Payables General Ledger account for the time period selected. | ||
| Access detail screens and generate/print/preview the Deferred Payables - Producer report and any report in the main Transaction group based on the Deferred Payables - Producer report. | This report displays all items making up the balance of the Deferred Broker Payables General Ledger account for the time period selected. | ||
| Access detail screens and generate/print/preview the Direct Bill report and any report in the main Transaction group based on the Direct Bill report. | This report displays received or outstanding direct bill revenue. | ||
| Access detail screens and generate/print/preview the Earned Commissions report and any report in the main Transaction group based on the Earned Commissions report. | This report displays all earned agency commission, producer/broker commission, and net agency commission after producers/brokers have been paid. | ||
| Access detail screens and generate/print/preview the Government Payables report and any report in the main Transaction group based on the Government Payables report. | This report displays outstanding government tax/fee items as well as those that have been reconciled in the Government Payables Reconciliations area. | ||
| Access detail screens and generate/print/preview the Miscellaneous Production report and any report in the main Transaction group based on the Miscellaneous Production report. | This report displays all miscellaneous production transactions (transactions not owed to the carrier) entered during a specified period of time. | ||
| Access detail screens and generate/print/preview the Premium Payables report and any report in the main Transaction group based on the Premium Payables report. | This report displays all transactions making up the balance of the Premium Payables General Ledger account for a specified period of time. | ||
| Access detail screens and generate/print/preview the Producer Commission report and any report in the main Transaction group based on the Producer Commission report. | This report is used to review producer commission expenses posted by Month-End based on the agency's producer commission posting method for agency bill and direct bill business (which is established in Configure > Accounting > Accounting Methods). | ||
| Access detail screens and generate/print/preview the Producer/Broker Payables report and any report in the main Transaction group based on the Producer/Broker Payables report. | This report is only available if the system is or once was configured to reconcile producers and/or brokers. It displays transactions that exist on Producer/Broker Payables Reconciliation statements and can be run for all items, for items that are partially or fully reconciled/paid, for items that are reconciled but not paid, or for items that are not reconciled or paid. | ||
| Access detail screens and generate/print/preview the Production Analysis report and any report in the main Transaction group based on the Production Analysis report. | This report displays production premium and revenue in a rolling, twelve-month summary format. | ||
| Access detail screens and generate/print/preview the Production Ranking report and any report in the main Transaction group based on the Production Ranking report. | This report is used to identify the clients/producers responsible for the greatest amount of agency revenue. It sorts accounts by total commission or premium amount. | ||
| Access detail screens and generate/print/preview the Production report and any report in the main Transaction group based on the Production report. | This report displays any account current transactions owed to the carrier or direct bill production items. | ||
| Access detail screens and generate/print/preview the Production Report - Share Revenue report and any report in the main Transaction group based on the Production Report - Share Revenue report. | This report is only available if the system is or once was configured to share revenue. It is similar to the Production Report but shows the allocation of revenue and broker expense when the billing includes revenue sharing. | ||
| Access detail screens and generate/print/preview the Revenue Recognition report and any report in the main Transaction group based on the Revenue Recognition report. | This report provides both estimated and billed premium and commission information in a single report, so you can show and file direct bill and/or agency bill revenue at the time of policy inception vs. the actual revenue received with minimal effort. | ||
| Access detail screens and generate/print/preview the Transaction Generated Payments report and any report in the main Transaction group based on the Transaction Generated Payments report. | This report provides information on payments entered in the Transactions area, including the payment status, any debits/credits applied, and the remaining receivable balance for each payment transaction. | ||
| Access detail screens and generate/print/preview the Transaction Interagency Payables/Receivables report and any report in the main Transaction group based on the Transaction Interagency Payables/Receivables report. | This report displays all items making up interagency entries based on revenue/expense allocation if the system is configured to share revenue. | ||
| Access detail screens and generate/print/preview the Transaction Reconciliation Discrepancy - Premium Payables report and any report in the main Transaction group based on the Transaction Reconciliation Discrepancy - Premium Payables report. | This report displays all transactions marked as having a discrepancy between the statement and agency records in the Premium Payable Reconciliations area. | ||
Transaction Reconciliation Discrepancy - Producer/Broker Commissions |
Access detail screens and generate/print/preview the Transaction Reconciliation Discrepancy - Producer/Broker Commissions report and any report in the main Transaction group based on the Transaction Reconciliation Discrepancy - Producer/Broker Commissions report. | This report is only available if the system is or once was configured to reconcile producers and/or brokers. It displays all transactions marked as having a discrepancy in the Producer/Broker Payables Reconciliations area. | |
| Access detail screens and generate/print/preview the Transaction Reconciliation report and any report in the main Transaction group based on the Transaction Reconciliation report. | This report displays all items that have been reconciled in the Premium Payable, Direct Bill Commissions, or Producer/Broker Payables Reconciliations area. For premium payable statements, this report may be sent with the check to the carrier to indicate which items are being paid. | ||
| Access detail screens and generate/print/preview the Transaction Reconciliation - Government Payables report and any report in the main Transaction group based on the Transaction Reconciliation - Government Payables report. | This report displays all items that have been reconciled in the Government Payables reconciliations area. | ||
| Access detail screens and generate/print/preview the Unapplied Cash/Credit report and any report in the main Transaction group based on the Unapplied Cash/Credit report. | This report displays all cash or credit items that have been posted but have not been applied to transactions or associated to a reconciliation. | ||
| Access detail screens and generate/print/preview the Unearned Commissions report and any report in the main Transaction group based on the Unearned Commissions report. | This report displays the transactions with unearned commission. You can use it to validate the balance in the Agency Bill Unearned Income required account. | ||
Verify Transaction Commissions - Compare to Policy |
Access detail screens and generate/print/preview the Verify Transaction Commissions - Compare to Policy report and any report in the main Transaction group based on the Verify Transaction Commissions - Compare to Policy report. | This report compares transaction commission information to commission information entered at the policy level. | |
Verify Transaction Commissions - Premium Payable Agreements |
Access detail screens and generate/print/preview the Verify Transaction Commissions - Premium Payable Agreements report and any report in the main Transaction group based on the Verify Transaction Commissions - Premium Payable Agreements report. | This report compares transaction commission information to premium payable commission agreements installed in the system. | |
Verify Transaction Commissions - Producer/Broker Agreements |
Access detail screens and generate/print/preview the Verify Transaction Commissions - Producer/Broker Agreements report and any report in the main Transaction group based on the Verify Transaction Commissions - Producer/Broker Agreements report. |
This report compares transaction commission information to producer/broker commission agreements installed in the system. | |
Access detail screens and generate/print/preview the Verify Transaction Rates - Government Taxes/Fees report and any report in the main Transaction group based on the Verify Transaction Rates - Government Taxes/Fees report. |
This report compares government tax/fee transactions entered in the system with the tax/fee rates set up in Configure > Accounting > Government Tax/Fee Rate Configuration. | ||
| Access detail screens and generate/print/preview the Write-Off report and any report in the main Transaction group based on the Write-Off report. | This report displays all unearned commissions based on Accounts Receivable, Direct Bill, or Premium Payable write-offs. | ||
| Access detail screens and generate/print/preview the Write-Off Report - Share Revenue report and any report in the main Transaction group based on the Write-Off Report - Share Revenue report. | This report is only available if the system is or once was configured to share revenue. It is similar to the Write-Off Report but shows the allocation of unearned income when the billing includes revenue sharing. |
Note: Because changes to the My Reports list do not affect the main report groups accessed by others, security access here can be more lenient than in the main report groups. However, if you wish to limit the results that can be returned by these reports and ensure uniformity in the way that reports are run, you may wish to restrict rights in this area.
| Permission | Enables | Implications | Related |
| Access the Modify Criteria screen in report detail for reports in a user's My Reports list. | The Modify Criteria
screen enables users to see what criteria options are included
in a report as well as set parameters for those criteria. Granting
users this right, but denying them the Add/Remove criteria right,
helps ensure uniformity in the report setup but allows the parameters
to be tweaked as needed.
If a user is denied this right, but the parameter page is included with the report output, the user will still be able to view the criteria settings for the report without having the ability to change them. |
In order to add or remove criteria options for the report, the user must also be granted the Add/Remove Criteria right under Reports/Marketing > My Reports. | |
| Add or delete criteria options on the Modify Criteria screen in report detail for reports in a user's My Reports list. | Users without this right are unable to delete criteria options, but they are able to run the report without filtering by those options, i.e. by setting the criteria to include all items (granted they have the Modify Criteria right). | Users must also be granted the Modify Criteria right under Reports/Marketing > My Reports. | |
| Add or delete layouts on the Layouts screen in report detail for reports in a user's My Reports list. | This right should be restricted to those responsible for configuring reports (as opposed to merely generating/printing them). | ||
| Use Output Builder to modify report layouts for reports in a user's My Reports list. | Output Builder is accessed by clicking the Edit button on the Layouts screen in report detail. Users with this right are able to determine what elements display on the layout, to determine their appearance, and to add major and minor sorts. |