ReportLink User Guide

Transcription

1 ReportLink User Guide Reports At Your Fingertips * Past Due Policy Report * Pending Policy Report * Production-based Reports * Policy and custom reports are also available and, most importantly, you can access reports at your convenience - 24 hours a day. To begin, open your web browser and go to: Once at the Precoa main page, select the appropriate login in upper right corner of the screen. At the main portal (or resource tab for counselors), you will be given four options to select from. The Reportlink access is available under the Reports button. Once you are logged in, you will find an information screen for Reportlink. Select NGL ReportLink.

2 Menu Buttons Home 2. Toggle Navigation 3. Application (Not applicable) 4. New Document (Not applicable) 5. Refresh 6. Send (Not applicable) 7. My InfoView 8. Search 9. Preferences 10. Logoff 11. Help Getting Started Home Page This page displays the instructions to personalize your Home Page and displays your choice of report folders. Click Personalize InfoView Now to get started.

3 Personalize Your View Personalize InfoView Under the General tab click on My InfoView and then click OK at the bottom of the page. Choose Template Click on My InfoView and choose the template you like. You can choose to display one report or up to five reports. Although there are other options displayed in this section, we recommend that you do not make any other changes in order to optimize your Report Experience. Click Define Content to choose which report(s) you would like displayed. Please Note: You will have to repeat this step for each report you want to display. When you try to change a Template, a window will pop up asking if you are sure you want to continue. Click OK to save your changes or Cancel to discard them. Dashboard Properties Under Folders on the left-hand navigation bar, select Home to edit Dashboard Properties. Dashboard Properties Under Object, click the + to the left of the Public Folders and choose your report. Please Note: You will have to repeat this step if you choose to display more than one report.

4 Viewing Reports 2 Viewing Pane Click on the report you would like to view on the right. Public Folders 1 To start viewing your reports click the + button to the left of the Public Folders link to view report folders. Select General or Production Reports. Folders General Miscellaneous policy reports, including Past Due, Pending, Hierarchy and Persistency Reports Production Reports These reports measure agent production activity net of all first year terminations, with the exception of the Custom Report, where this activity is optional. Policies are included based on the date the policy was actually issued by NGL (even if the policy effective date is back-dated or futuredated on applications). Reports Menu Appears once you have opened a report Export - Allows you to export reports to various programs including Word and Excel. 2. Print 3. Hierarchy tree display 5. Go-To-Page 4. Page-Through 6. Refresh 7. Search Field - Allows you to search the report by a variety of parameters such as agent or insured name 8. Zoom

5 General Reports To reach these reports go to: Public Folders > General Report Descriptions: Hierarchy Pending Policy Report - Listed by hierarchy - pending policies, requirement descriptions and activity dates. Past Due Policy Report - Listing of policies that are 7-55 days past due. Excludes any fully paid-up, single pay, reduced paid-up and policies set up for monthly EFT or credit card. Persistency Report - Current agent persistency, updated every Tuesday. Multi-pay policies only. Policy Cards - Search by Client - Printable policy cards for record-keeping. This report lets you search for a specific client. Policy Cards - Search by Issue Date - Printable policy cards for record-keeping. This report lets you search for policies based on the dates they were issued. Policy Cards - Search by Policy - Printable policy cards for record-keeping. This report lets you search for a specific policy number. Policy List Report - Includes all policies that the producer received production credit for, including overrides. The report should be exported to an Excel file in order to view it. To export: Select Microsoft Excel - Data Only (XLS). Producer Hierarchy Report - Report of active producers, their hierarchy and contact information. Report Example Past Due Policy Report

6 Production Reports To reach these reports go to: Public Folders > Production Reports Report Descriptions: Production - Custom - Production report customizable by date range, by agent (optional), policy detail or summary, and type of activity - Gross, Net of Not Takens, or Net of all First Year Terminations. The data for this report is updated nightly. See next page for more details. Production - Month to Date - Production report for current month including all activity through last business day. Total production is net of all first-year terminations (PTR s). Production - Previous Month - Production report for previous month. Included are all policies issued on or before the last business day of the month. Total production is net of first year terminations (PTR s). Production - Previous Week - Production report for most recent Monday through Sunday. Total production is net of first year terminations (PTR s). Production - Previous Year - Production report for the previous year. Total production is net of first year terminations. The data for this report is updated nightly. Production - Year to Date - Production report for current year including all activity through last business day. Total production is net of all first year terminations (PTR s). Note: The following reports will only display data for our funeral home partners. FH Monthly Assignment Report - Rolling 24 month summary of funeral home new business activity, agent or agency business only. Production by Funeral Home - Production by Funeral Home. User must specify date range and whether the report should include policy detail. Report Example Production - Year to Date

7 Custom Reports Select a beginning and ending date for the desired data set. Hint: Clicking on the calendar to the right will make a calendar pop up to make it even easier for you to select a date. 2. Business Activity - Select if you would like to see business net of first year terminations, gross business or net not takens. 3. Policy Detail - Select if you would like to view detailed or summary information. 4. Click the OK button after making your selections.

8 Exporting Reports To Export a Report: In the upper left hand corner of the report box, click on the Export This Report button. This box will appear - Choose the file format and the page range and then click OK.

9 Frequently Asked Questions Q: How do I check my commission statement? A: After clicking on the Reports link and logging on, select either the Payment Date or Statement Date you want and then click the corresponding button. **Please note that Commission Statements will only be available online. 1 2 Q: How do I print my commission statement? A: Open the statement you want using the steps above, and then select either the Print button in your browser or go to File > Print. Hint: If the right side of your report is cut off when printing, try changing the page orientation to Landscape. Q: When are production reports updated? A: Production reports are updated by 7:00 AM CST Monday through Friday. Q: How do I check my sales totals? A: Select the plus sign (+) next to Public Folders, and then select the Production Reports Folder. Select the report titled Production - Month to Date. The first page of this report is a cover page. Select the page forward arrow to see the report results. Q: How do I log in? A: The counselor log-in is as follows: User ID: Enter your SSN or Tax ID # Password: 1st letter of business/last name (capitalized) + last 6 digits of SSN/Tax ID + Exclamation (!) The funeral home login information is found in the NGL welcome letter or contact your account manager.

10 Need help? Call NGL Agent Support at (option 1) National Guardian Life Insurance Company is not affiliated with The Guardian Life Insurance Company of America, a/k/a The Guardian or Guardian Life. For producer use only POAAGENT 08/11