Expirations Excel Export Report

This report can be used by both office management and other staff members:

• Management: Used for workload assessment and by individual staff members for forecasting upcoming renewal responsibilities and managing account teams.
• All Staff Members: Used to manage upcoming policy expirations and team workload and assignments. Can also be used with the capabilities of Microsoft® Excel® to further manipulate the data to reach the desired view of the data.

To Generate an Expirations Excel Export Report

1. On the Primary menu, click REPORTS.
2. On the REPORTS menu, click Reports. The Nexsure Reports dialog box is displayed.

3. In the Report Type list, select Policies.
4. In the Report Category list, select Policies.
5. In the Available Reports list, select Expiration Excel Export.
6. Click OK. The summary tab is displayed.

7. On the navigation toolbar, click New Report Criteria to go to the Nexsure Reports > Report Criteria dialog box.

8. Under Organization Info, click [Select]. The Nexsure Organization Criteria dialog box is displayed.

9. In the Nexsure Organization Criteria dialog box, select the desired organization information (in the Region, Territory, Branch, Department, and Unit lists) to query for the report and click Add.  

Note: If the report is being run for the entire organization it is not necessary to make a selection in the Nexsure Organization Criteria dialog box. Only one Region, Territory, or Branch may be selected for each report. When filtering by Department or Unit, add the Branch first then add the Department or Unit.

Once information has been added to the Include list, it can be removed by selecting the item and clicking Del to remove individual items or Clear to remove all items.

10. If the organization information is correct, click OK. The organization information selected is added to the Nexsure Reports > Report Criteria screen.
11. In the Expiration Date Information area, select date filters. Date filters are used to set the beginning and ending date of the report.

The available options are:

• Period: Periods can be selected from the Period list, which are based on agency accounting periods or can be entered manually if the desired date range does not fall within the standard accounting periods.
• Year: Fiscal years based on the general ledger periods and default to current year.
• Date From: Start date for a selected period.
• Date To: End date for the selected period.

12. In the Carrier Information area, enter the billing or issuing carrier name. The exact name of the billing or issuing carrier must be used. Use the Issuing Carrier to find out where business is being placed. Use the Billing Carrier to find the volume of premium with a particular carrier.

13. In the Client Information area, select the client information:

The available options are: 

• Client Name:Click the Ellipsis button to open a selection dialog box containing all client names associated with the organization.
• Retail Agent: Click the Ellipsis button to open a selection dialog box containing all retail agent names associated with the organization.
• Client Type: Select the corresponding client type for the client selected in the Client Name box.
• Entity Type: Select the corresponding entity type for the entity selected in the Retail Agent box.

14. In the Policy Information area, select the appropriate policy information for the report.

The available options are:

• LOB: Click the Ellipsis button to open the LOB selection dialog box. Select up to five LOBs.
• Policy Type: Select the type of policy on which to report.
• Non-Renewing: Select whether to include, exclude or find only the non-renewing policies.
• LOB Type: Select the types of LOBs to be included on the report.
• Bill Method: Select whether the bill method to include is agency, direct, or all.
• Policy Status: Select the status of the policies to include on the report.

15. In the People Information area, select the appropriate people information to be include on the report.

The available options are:

• Assignment Name: Click the Ellipsis button to open a selection dialog box. Select the names of up to three staff members.
• Responsibility 1 - 3: Select the responsibility role for each assignment name selected. The responsibility must be selected in order for the header description to be returned on the report.
• Include Duplicates: Select Yes or No.
• Yes: If more than one instance of a responsibility is found, the duplicates will be displayed on the following line.
• No: If more than one instance of a responsibility is found, only the first instance is returned.

16. In the Report Format Options area, only the XLS (unformatted) option is available. The report output will be a Microsoft Excel document that can be manipulated as an .xls file. The report is generated with no formatting so cells are not merged and data is stored in individual cells, however column headers do not appear and page breaks are not inserted.

17. In the Nexsure Reports > Report Criteria dialog box, click OK. The Expiration Excel Export report will start compiling.

18. To update the compiling status, click Refresh on the navigation toolbar.

19. Once the report Status is Complete, click the View icon to view the report. 

Related Topic

Working with Reports