New Business Events: Reports and Export
Further information on New Business Events is available here.
Select the Reporting tab from the left hand side menu
Press the Generate New button in the top right
Select New Business Summary Report.
Give the report a name.
Use filters to select which clients you want to appear on this report. For this example, I filtered by a specific client group and have included all clients and advisers in said group. Further information on groups can be found here.
Select the date range for the report.
Choose the method of sorting, either created_at or updated_at.
Decide if the report should be ascending or descending.
Select if you’d like this to be saved as a new template.
Press the Generate Report.
Once this is done, it will take you back to the main reporting page where you can see the report has now been generated!
Clicking on this brings you to the following screen where you can see the full report. You can export this to csv, xlsx, json or pdf by selecting the Download button at the top.
Select the reporting tab from the left hand side menu
Press the Generate New button in the top right
Select New Business Export
Give the report a name
Use filters to select which clients you want to appear on this report. For this example, I filtered by a specific client group and have included all clients and advisers in said group. Further information on groups can be found here.
Using filters again, choose whether or not you want to exclude certain NBEs from the export depending on things like the plan type, whether or not this is a policy replacement and the source of funds, for example. These filters can be very handy if you have a lot of data, but for this example we’ll leave it as it is.
Select the date range for the report.
Choose the method of sorting, either created_at or updated_at.
Decide if the report should be ascending or descending.
Select if you’d like this to be saved as a new template.
Press the Generate Report button when ready.
Once generated, you’ll be taken back to the main reporting page where you’ll be able to see your new report at the top.
This will take you to the following page, where you will be able to download your report by clicking on the file. Alternatively, you can delete this report from the actions button at the top.
NBE Reports
Select the Reporting tab from the left hand side menu
Press the Generate New button in the top right
Select New Business Summary Report.
Give the report a name.
Use filters to select which clients you want to appear on this report. For this example, I filtered by a specific client group and have included all clients and advisers in said group. Further information on groups can be found here.
Select the date range for the report.
Choose the method of sorting, either created_at or updated_at.
Decide if the report should be ascending or descending.
Select if you’d like this to be saved as a new template.
Press the Generate Report.
Once this is done, it will take you back to the main reporting page where you can see the report has now been generated!
Clicking on this brings you to the following screen where you can see the full report. You can export this to csv, xlsx, json or pdf by selecting the Download button at the top.
NBE Exports
Select the reporting tab from the left hand side menu
Press the Generate New button in the top right
Select New Business Export
Give the report a name
Use filters to select which clients you want to appear on this report. For this example, I filtered by a specific client group and have included all clients and advisers in said group. Further information on groups can be found here.
Using filters again, choose whether or not you want to exclude certain NBEs from the export depending on things like the plan type, whether or not this is a policy replacement and the source of funds, for example. These filters can be very handy if you have a lot of data, but for this example we’ll leave it as it is.
Select the date range for the report.
Choose the method of sorting, either created_at or updated_at.
Decide if the report should be ascending or descending.
Select if you’d like this to be saved as a new template.
Press the Generate Report button when ready.
Once generated, you’ll be taken back to the main reporting page where you’ll be able to see your new report at the top.
This will take you to the following page, where you will be able to download your report by clicking on the file. Alternatively, you can delete this report from the actions button at the top.
Updated on: 05/02/2024
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