MiReports

MiReports is a reporting tool that gives you easy access to risk data.

The CQMIR.exe application is found in your Rating Services install folder.

You can fully customize the criteria and settings for each report that is available in MiReports. The productivity reports that are available to view from MiReports are as follows:

Setting Up Reports Criteria

The main screen of MiReports enables you to customize your desired type of report, as well as the timeframe, and the province, city, and postal code you want to report on.

  1. In the Reports section, select the radio button for the report you want to generate.
  2. In the Reporting Period section, select the timeframe for report.
  3. In the Locations section, select a province from the Select Province dropdown. The province selected in the dropdown field populates the Selected Locations field with the city names and postal codes from Auto and Property quotes for that province in the current database.

    If necessary, to further refine the locations that display for the selected province, do the following:
    1. Click the Select Locations button.
    2. On the Set Locations window you can define which cities/Postal codes the report uses. By default, all cities and postal codes are selected for the province. The Available Cities list displays all cities currently in the database for the province. Select the cities you want to include in the report.

      To reflect the selected city or cities, the Available Postal Code and Selected Locations lists will repopulate.
    3. The postal codes that populate in the Available Postal Codes list are postal codes associated to the cities selected in the Available Cities list. Select the postal codes you want to include in the list.
    4. The Selected Locations display the combination of cities and postal codes selected in the Available Cities and Available Postal Codes lists. Click OK to accept the changes and return to the main screen to see your selected cities and postal codes display in the Selected Locations field.
  4. Once you have set up your reports criteria, you can edit your selected report individual settings or you can generate the report.

Edit a Report's Individual Settings

Once you have reports criteria set up on the main screen, all options for all reports are selected by default, so you may wish to revise the reports' individual settings. Editing the reports’ settings enables you to customize the information that displays on the report when it is generated. Different reports will have different editable options.

  1. In the Reports section on the main screen, if your report is not already selected, select the radio button for the report you want to edit.
  2. Do one of the following:
  3. The Edit Report window displays. The Select Filter Criteria section contains Lines of Business, Users, and Insurance Companies options to include or exclude in the report along with a Time Interval selection. The options that display in the Select Filter Criteria vary depending on which report is selected.
  4. The Select Fields to Display on Output section uses every item in the Selected field area and runs those against the Select Filter Criteria items. Several reports have Row and Columns tabs that identify where that item will display as a heading on the generated report. If the tabs do not exist for a report, then the items in the Selected list will display as column headings.

    The Summary of Clients Quoted report has a Sort By button which allows you to select Selected criteria and choose to sort them in ascending or descending order on the generated report.

    You can do the following from the Select Fields to Display on Output section:

Note: You can select multiple items in the list by holding the [Ctrl] key.

  1. Click the Run button to generate the report. See the Generate a Report section for information on the generated reports screen.

Generating a Report

Once you have finished setting up your reports, criteria and settings you are ready to run a report. The reports screen generates a report from the combination of settings you defined on the main screen and on the Edit Reports window for your selected report.

  1. A report can be generated via the main screen or the Edit Report window:

    To run a report from the main screen do one of the following:

To run a report from the Edit Report window, click the Run button.

  1. The layout of the generated report is as follows:
  2. To save the report as a PDF, do the following:
    1. Click the Save button or click File >Save on the menubar.
    2. The name of the report defaults as the file name. Revise the file name and the location of the file if necessary.
    3. Click Save.

To print the report, do the following:

    1. Click the Print button or click File > Print on the menubar.
    2. A message displays indicating that the selected report is best printed in Landscape Orientation. Click OK.
    3. The Print window displays. Select your printer, change the printing orientation to Landscape if not already selected by default. Select other printer settings, if necessary, and click Print.

To preview the report, do the following:

    1. Click the Print Preview button or click File > Print Preview on the menubar.
    2. The message displays that the selected report is best printed in Landscape Orientation. Click OK.
    3. The Print Preview window displays. Click the Print button and on the Print window, select your printer, change the printing orientation to Landscape if not already selected by default and click Print.

To export the report to CSV, do the following:

    1. Click the Export to CSV button or click File > Export to CSV on the menubar.

    2. The Save As screen displays. Navigate to the local or network drive where you wish to store the report.

    3. Revise the file name if necessary and click Save.

  1. Once finished reviewing the report do one of the following: