Book of Business – Report

(There is a pdf copy of this training guide available within this guide - see Attachments)

 

This is a Power BI report available via the insights module.

 

Tabular report that contains the following:

• Policy sales
• Written premium
• Brokerage commission
• Brokerage commission % of grand total by Line of Business, Carrier, and Policy Type

 

 

 

 

Tips

• Use the slicers BEFORE exporting a report as failing could result in a huge report which does not provide the key information you need and can take excessive time.

 

• If you forget which criteria you used in the slicers and want to reset to all again, and re filter.  Just select the Reset to Default option, which appears at the top of the screen and looks like this:

• There are more options at the top of the screen for you to use, including Export, if you wanted to export to a PDF, PowerPoint or Excel format.

 

 

To export the report to Excel

 

• Hover the mouse anywhere over the above table, that’s in the report.
• The below sub menu appears and you select the  …

 

                       

• Menu opens, select Export Data.
• Save as a File Format of your preference, and Select Export.

 

Note: It is worth mentioning that the report has two export options. Shown here:

  

You will only have the option of Summarized Data, which does not mean that you will not have all the data that is available for your company.

It is simply greyed out as Underlying Data is a function used by Nude Solutions Data Analysis.