User Rights & Reporting

Different User Types have different rights to view

Applies to:

  • All Users
Last Updated: September 2020

This article explains how different users types have varying views of reports


      Assistant, Producer, Issuance, and Compliance View

      Assistant, Producer, Issuance, and Compliance roles can see report summaries for their revenue vs forecast and renewal retention (month) for the current month, quarter, or calendar year.

       


      Manager View

      Managers see more data in their report summaries. In addition to the revenue vs forecast and renewal retention (month) data, they can also see :

      • Graphs and high-level numbers for the current physical year’s revenue vs forecast
      • Policies
      • Quote vs bound ratio
      • Sales by LOB
      • Premium distribution

         


        Administrator & Division Administrator View

        Administrator & Division Administrator roles can see the most detailed report summaries, including:

        • Revenue
        • New Quotes
        • Bound Quotes
        • Issued Policies in:
          • Current month
          • Quarter
          • Calendar year
        • Revenue
        • Quote v. Bound Ratio
        • Sales by LOB Current year
        • Premium distribution. 
        • Administrators can filter data by producer by using the Select a producer drop-down to select a producer.