Introduction

Policy report is a summary view that demonstrate the status of policies purchased on Seamless during a time period.

Policy Report

Open

• Policy Report (mm/dd/yyyy - mm/dd/yyyy): the reporting period of figures shown on Policy Report

• Last refreshed mm/dd/yyyy hh:mm: the last time data being refreshed to reflect on Policy Report

1. Controls

Open

Filter the report based on a set of supporting criteria:

• From Date: period start date of the reporting being shown on Policy Report

• To Date: period end date of the reporting being shown on Policy Report

• Organization: filter policies belong to selected organizations

• Sales channels: filter policies by selected sales channels

• Products: filter policies by selected products

2. Graphs & Diagrams

• Total Policies: total policies purchased during the reporting period

• The distribution of policies by Organization: policies purchased during the reporting period distributed by Organization

• The distribution of policies by Channels: policies purchased during the reporting period distributed by Channels

• Number of policies by status: policies purchased during the reporting period distributed by Status

• Total Policy by Purchase Date: policies purchased during the reporting period distributed by Purchase Date

3. Detailed Information: raw data set used for above graphs & diagrams