Activity Reports

The following activity reports are available:

• Activity Commission Report
• Activity Declination Report
• Activity Exceptions
• Activity Report
• Activity Summary Analysis
• Activity Work Group Report

Activity Commission Report

Use the Activity Commission report to view all activities under each activity code with the amount of commissions generated. To evaluate the amount of commission generated by each employee, choose Who/Owner as the major sort option.

• In Layouts, delete the current Major Sort sections, then drag and drop Who/Owner Code into the Major Sorts field.
• In Layouts, insert a Total function into the Major Sort Footer to calculate total commission generated by each CSR.

Activity Declination Report

Use the Activity Declination report to view all activity entries that have been closed unsuccessfully for a given period of time or account. Use it to find patterns in declinations to determine why they occurred. The report provides insight into the changes necessary to improve your agency's effectiveness by listing the reasons the efforts were ineffective. This report helps you analyze and track submissions to create an effective marketing strategy.

• The outputs include the details of both notes and tasks associated with the activity. To run a report on the activity summaries only,
• • Go to Layouts. Remove the Detail sections on Tasks, Tasks notes, and Activity notes.
• You can generate reports that include all of the information available on the activity and corresponding task entries and use this information in the criteria to pare down the result set. For example, you can run a report to find all activities on which a specific CSR has entered a note.
• • In Modify Criteria, select the CSR or multiple CSRs you want for this report in the Who/Owner criterion.
  • In Modify Criteria > Activity Notes, opt to Include all Activity Notes, Exclude Task Notes, or Exclude all Activity Notes.
• You can also generate reports that include all of the information from the item with which the activity is associated, including the transaction, claim, line of business, policy, cancellation, binder, certificate, etc. For example, you can run a report that tells you how many QUOT activities (if used by your agency) were performed and the estimated premium and commission for each policy, major sorted by policy type.
• • In Modify Criteria > Activity Code, select QUOT only.
  • In Layouts, delete the current Major Sorts sections and remove the Tasks and Activity notes Details sections.
  • In Layouts, remove two redundant columns to free up some space, and then insert Data Columns of Premium Estimated and Commission Estimated into the Output Builder as new columns.
  • Drag and drop Data Column Policy Type Code into the Major Sorts field.

Activity Exceptions

The Activity Exceptions report lists activities that were not resolved by their action dates (i.e., activities that are still open). This helps you keep track of items that have not been acted on within a reasonable timeframe. It enables you to view patterns in entries that are exceptions to the norm and identify possible problems in the agency's workflow.

You can also use this report to obtain a list of all activities that were or will be processed by the system using the Process Activities procedure because they remain(ed) open past their system action dates.

Activity Report

Use the Activity Report to view all activity entries for given period of time or a specific account. It allows you to analyze the effectiveness of the activity workflows on an activity-by-activity basis. The default settings for this report show all activities (open and closed), but with a minor criteria change, you can turn this report into a listing of items to be followed up on in the near future.

• The outputs include the details of both notes and tasks associated with the activity. To run a report on the activity summaries only,
• • Go to Layouts. Remove the Detail sections on Tasks, Tasks notes, and Activity notes.
• You can generate reports that include all of the information available on the activity and corresponding task entries and use this information in the criteria to pare down their result set. For example, you can run a report and find all activities on which a specific CSR has entered a note.
• • In Modify Criteria, select the CSR or multiple CSRs you want for this report in the Who/Owner criterion.
  • In Modify Criteria > Activity Notes, opt to Include all Activity Notes, Exclude Task Notes, or Exclude all Activity Notes.
• You can also generate reports that include all of the information from the item with which the activity is associated, including the transaction, claim, line of business, policy, cancellation, binder, certificate, etc. For example, you can run a report that tells you how many QUOT activities (if used by your agency) were performed and the estimated premium and commission for each policy, major sorted by policy type.
• • In Modify Criteria > Activity Code, select QUOT only.
  • In Layouts, delete the current Major Sorts sections and remove the Tasks and Activity notes Details sections.
  • In Layouts, remove two redundant columns to free up some space, and then insert Data Columns of Premium Estimated and Commission Estimated into the Output Builder as new columns.
  • Drag and drop Data Column Policy Type Code into the Major Sorts field.
• You can also modify this report to be a productivity report for all of your CSRs.
• • In Modify Criteria > Date Entered, set the time range you want to examine.
  • In Modify Criteria > Entered By, select the CSRs you want to study.
  • In Layouts, delete the current Major Sort sections and then drag and drop Who/Owner Code into the Major Sorts field.
  • In Layouts, insert a Total function into the Major Sort Footer to calculate total activities by each CSR.

Activity Summary Analysis

Use the Activity Summary Analysis report to view a summary of all activity codes for an account (client, company, employee, etc.). It allows you to analyze the number, type, and success of all activities for the account. To analyze the effectiveness of each employee, choose Who/Owner as the major sort option.

• In Layouts, delete the current Major Sort sections, and then drag and drop Who/Owner Code into the Major Sorts field.
• In Layouts, insert a Total function into the Major Sort Footer to calculate total activities by each CSR.

Activity Work Group

Use the Activity Work Group report to view information about activity work groups defined in Activity Work Group Configuration. This report gives managerial personnel an overview of work groups and activities assigned to them. You can use it to view a list of all work group codes and descriptions, the number of employees in each group, and group members’ names and employee codes.