Reports Overview

Nexsure offers a comprehensive list of over 40 reports covering all areas of Nexsure. Nexsure also offers Ad Hoc reporting (Ad Hoc reporting must be purchased separately, contact your Nexsure sales rep. for details).  Using the report criteria screens you can sort and select only the report criteria you need.  After the results are displayed they can be saved or printed as a MS Word, Excel or Adobe Acrobat pdf file.

To Access the Reports Screen

1. On the Primary menu, click Reports.
2. On the Report menu, click Reports.

3. Select a Report Type from the drop-down list.

4. If an Accounting report is being generated, select a Report Category.

5. Select a report from the Available Reports box.

Note:  A description of each report will be displayed when it is selected.

6. Click OK.  The report summary screen is displayed.
    

7. All previous reports of that type and category will be displayed.  Existing reports can be modified by selecting the report and clicking the New Report Criteria link.  If this is the first time the report has been generated click New Report Criteria.

8. Enter the Organization Information.

Note:  These fields can not be populated directly.  You must click the [Select] link to enter the organization information.

 

9. Click [Select].  The Nexsure Organization Criteria dialog box will appear.  Using the drop-down lists, select the desired organization information (Region, Territory, Branch, Department, Unit) you wish to query for the report and click Add.  This feature allows you to add as many regions, territories, etc. to the report as needed.  Once information has been added to the Include box, it can be removed by selecting the item and clicking the Del button or Clear to remove all items.  If the organization information is correct, click OK.
10. Enter the remaining report criteria.
11. In the Report Format Options drop-down list select how the report should be saved as (PDF, Word or Excel file).
12. Click Ok.  The report will appear on the report summary screen.

Note:  Some reports may take a few minutes to generate depending on the size of the report.  The Status will display a percentage of completion until the report is complete.  Click the Refresh link to update the progress.

13. Once a report is complete, click the Print  icon.

14. Select the default printer.
15. The Restricted option prevents other users from viewing the report.
16. Selecting Print Now will send the report to the printer immediately.