Product sales reportΒΆ

The report provides overview of selling of policies according to insurance products in terms of calculated contributions (not necessarily actually paid). The report can be run by users with the system role Accountant or with a role including an access to Tools/Reports/Product Sales. Policies are assigned to the specified period according to their effective days. (Image 229)
  1. Parameters for selection for the report:
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Img. 251 Image 209 - Product Sales Report Criteria

  1. Input parameters of the report:
  • Date From - first enrolment date to be considered in the report
  • Date To - last enrolment date to be considered in the report
  • Region – region of activity of enrolment officers
  • District - region of activity of enrolment officers
  • Insurance Product – the drop down list with available insurance products for the district according to standard IMIS rules - mandatory
  1. The title of the report
see input parameters
  1. Content of the report
  2. Example
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Img. 252 Image 229 - Preview – Product Sales Report