Production Reports Ref Guide New

Production Tracking Reports Reference Guide

Key Features Track your submitted & placed production credit at a Personal & Unit level Week-to-Date, Month-to-Date, Year-to-Date numbers available View production by Product Line, Agent Number or Policy number Managers: Quickly view a summary of Unit Production for the managers reporting to you. Updated Daily

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Production Summary Report

Report Features

Personal or Unit Summary reports allows agents to view a summary of their production credit by selecting a pre-defined date range or a specific date range. Also, allows agents to view production credit by product line or specific product type and by all agent numbers or a specific agent number. Requirements for Agents Appearing on Report

Agent must have submitted or placed production credit within the date range

selected.

Unit Summary: Agent must be part of the manager's hierarchy.

When selected the Personal and Unit Summary Reports will default to the current week, all products and all agent numbers and will return production numbers for all data processed on or before the last Horizon cycle. The sort for this report will be by agent last name then first name.

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Generating a New Report 1) Select a Date Range:

Current or previous week. Current or previous month. Current or previous year. Other date range. This cannot be a date prior to the latest date in the

yearly drop down. Example:

Earliest year in Yearly drop down is 12/23/2003

2) Select a Product Line / Product Type:

All (retrieves production credit for all product lines & product types All ? Life (retrieves production credit for all product types within that

product line)

All ? Ordinary Life (retrieves production credit for only that specific

product line & product type)

To select multiple Product Lines or Product Types press the Ctrl key and

click the specific agent number with your mouse.

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3) Select a Marketing Org / Agent Number: (Agents who do not have more than one agent number will not see this option)

All (retrieves production credit for all agent numbers) All ? 00000A123 (retrieves production credit for all only selected agent

number)

To select multiple agent numbers press the Ctrl key and click the specific

agent number with your mouse.

4) Click on Run Report once the report options have been selected.

5) Click on

agent name to view that agents personal detail for the date

range selected. **Product Line / Product Type & Agent Number options are not

available on the Personal Production Detail report from this link.

6) Manager's: To view a sub-managers production credit:

Click the icon. This will show that manager's unit production and each

individual agent that reports to him.

When finished viewing this manager select

Unit Summary Report.

to go back to

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Personal Production Detail Report

Report Features

Personal Production Detail report allows agents to view production credit details for a pre-defined date range or a specific date range. Also, allows agents to view production credit by product line or specific product type and by all agent numbers or a specific agent number. Requirements for Agents Appearing on Report

Agent must have submitted or placed production credit within the date range

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