Run an EIS Report

Use the following steps to run an EIS Report.

1. At Home Base, click Reports.
2. On the Reports screen, click EIS.
3. In the Report Choices window, select the desired report.
   • Activity: Set parameters and run Activity Analysis Report.
   • Book of Business: Set report parameters and run Book-of-Business Report.
   • Claims: Set parameters and run Claims Analysis Report.
   • Production: Set report parameters and run Production Analysis Report.
4. Make selections on the Criteria tab to narrow or expand the search criteria for the report.
5. If you wish to add notes or comments, click the Description tab and enter the text into the Notes/Comments window.

Once a report is run, the program loads Microsoft Excel and merges the data into a spreadsheet. When the spreadsheet opens, a window similar to the TAM Word Interface is overlaid on the spreadsheet.

These options simplify many of the tasks (charting, reporting, etc.) available in Excel. The Analysis Options window disappears after you select an option. The options are also available from the Applied option on the menubar.

For information on using the fields contained in these reports, refer to the Microsoft Excel manual provided with your software for detailed information on creating charts and spreadsheets.

Related Topics:

Analysis Options Executive Information System