1: Click General from the Menu.

2: Select Reports -  Introducer and Sales Performance Report from the drop down list.

1. Select either Introducers or Sales Users.

2. Preset selection of date range automatically sets the from and to dates.

3. Choose either All introducers or Individual introducers.

4. Manually overwrite the date range.

5. Click the Display button to display the results.

6. Click the Export button to export the results into excel.

1: Select All Introducers.

2: Click the Display button - The report will display.

3: Click on the cross to expand the top level row to display details of the report based on status groups.

The status groups can be configured as shown here.

The results shown are based on the the figures of clients, claims and billed figures of clients and claims entered on the system for the selected introducer within the selected date range.

NOTE; only claims whose status is part of a status GROUP will be shown in the broken down list of the report, whereas all claims are shown in the total.

The % figures for each status group are the percentage of the claims of the group compared to the number of claims of the introducer