Percentage of Business (current accounts set only)
- From
the Durell home screen click “Reports”
- Select
the “General”
tab
- Run
the “Percentage
of business (current accounts set only)”
- Set
the configuration as shown below but using your own date range for the period
you wish to report on:
A
report detailing all of your Product types and their total Premium, Commission
and Brokerage Fees for the period will now be displayed for you.
Related Articles
Percentage of Business
From the Durell home screen click “Reports” Select the “General” tab Run the “Percentage of business (all accounts sets to Excel)” Set the configuration as shown below but using your own date range for the period you wish to report on: A report ...Percentage of Business (with Pivot)
From the Durell home screen click “Reports” Select “General” tab Run “Percentage of business (all accounts sets to Excel)” Use below selection Highlight the two columns as shown below Click on the “Insert” tab Click “Pivot Table” Press “OK” when the ...Renewals Checklist Report
From the Durell front screen, click on “Reports” and then select the “Renewals checklist” report. Click “Ok” to run it You can set the report criteria in the new window which will appear By clicking the “Policy selection” button, you can ...Running Renewal Report
Go to Policies Select Documents on the toolbar Click New Then Spreadsheet Under Select records select Policies, all records Under Data field set select Renewal Commission Press OK You can then apply filters to headings as requiredRunning the Bordereau (Standard to Excel)
From the Durell front screen, click on “Reports” then select and click “Proceed” on the bordereau In the new window that appears, you can filter the policies that will be displayed in your report by using the available settings making sure you select ...