How to view the Introducer and Sales Performance Report
In the main window - Click the General\Reports\Introducer And Sales Performance report
Alternatively In the main window - Click the Admin\Reports\Introducer And Sales Performance report
The report window is displayed
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
Hit the display button to display the report when "All Introducers" are selected
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.
The % figures for each status group are the percentage of the claims of the group compared to the number of claims of the introducer
The rs
Select an individual introducer
Click on the Display button to display further details of the breakdown of the information by individual status within each status group
Select the Sales User option
To display the equivalent report for Sales Users
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