The new updates introduces additional Group By options and filters for both AMS and Non-AMS users within the BOB (Book of Business) and PDB (Personal Data Book) sections of the reports module.
Navigation:
- Navigate to the reports module.
- Click on the Book of Business.
3. Next, choose the ‘Group By’ options to explore the newly included features.
Note: The Group By options in BOB now include recently added selections such as effective month, effective date, insurance type, branch, CSR, and department.
Book of Business Filters:
A new Insurance Type filter has been incorporated into the filtering options in BOB reports.
Navigation:
- Click on the Filter icon within BOB reports.
2. Directly select your preferred Insurance Type from the filter section in BOB
Additional Group By options in Personal Data Book (PDB):
To Navigate:
- Go to the reports module.
- Click on the Personal Data Book (PDB).
3. Then, opt for the ‘Group By’ option to uncover additional choices.
Note: The Group By options in PDB now encompass account type, account status, account state, state, policy premium, branch, and CSR.
Personal Data Book(PDB) Filters:
Filters for Account Type, Account Status, and Account State have been newly integrated into the filtering options within PDB reports.
Navigation:
- Click on the Filter icon in PDB reports.
2. Choose to filter Account Status, Account States, and Account Type directly from the filter section in PDB.
Note: The displayed list of policies will be based on the applied filters and selected group by criteria, allowing users to later download, save as a report, or save as a list.
