Policies Renewals reportΒΆ

The report lists all renewed policies in given period for given insurance product and optionally for given enrolment officer. The families that have at least one payment of contributions in given period of time are included in the report. The report can be run by users with the system role Accountant or with a role including an access to Tools/Reports/Renewals. Below is an example of the report (Image 241)

  1. Parameters for selection for the report:
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Img. 245 Image 221 Renewals Report Criteria

  1. Input parameters of the report:
  • Date From - start date of the report Mandatory
  • Date To - stop date of the report Mandatory
  • Region – the region of health facilities for which should be included
  • District – the district of health facilities for which should be included
  • Insurance Product -
  • Enrolment Office -
  • Sorting - how the result are sorted
  1. The title of the report
See Input paramaters
  1. Content of the report
  • Enrolment Officers Code
  • Enrolment Officer
  • Municipality
  • Village
  • Insurance Number
  • Insuree
  • Renewal Date
  • Receipt No.
  • Payers
  1. Example
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Img. 246 Image 241 - Preview – Renewals Report