Bridge 2.5.109 - User Guide - Reports · Index Pageiii Version2.5.109 BridgeUserGuide ReportsGuide Policiesmenu2 PolicyCount13-14 PolicyCountcolumn13-14 PolicyCountcontrol41 PolicyMonthEndCountsoption24

Bridge

Reports Guide

Version 2.5.109

Table of Contents Page i

Version 2.5.109 Bridge User Guide Reports Guide

Table of Contents

Table Of Contents IIntroduction 1Bordereaux 2Exporting Grid Data 5Cognos Reports 7

Cognos Toolbars 7Cognos Header Options 7

Cognos Tab Bar 8

Cognos Main Toolbar 9

Cognos Grid Navigation 9

Cognos Grid Header 10

Cognos Report Toolbar 10

Cognos Core Reports 12Assured Summary 12

Assured State Summary 13

Distributor Commission Summary 14

Summary By Policy Term 16

Individual Transactions 17

Insurer Bound Premium Summary 19

Monthly Bound Premium Summary (Bound Date / Effective Date) 20

Monthly Submission Status Metrics 23

Policy Term Register 26

Policy Transaction Register 28

Table of Contents Page ii


Policy SmartView Dashboard 32Transactions by Distributor 33

Submissions/Policies 34

Premium By 36

Quarterly Premium by Product 37

Bridge Product Line Manager SmartView Dashboard 38Overview 39

Period Controls 40

Data Type Controls 41

Values by Product DataView 42

Values by Region DataView 43

Values by Distributor DataView 44

Values by Period DataView 44

Index I

Introduction Page 1


Introduction

Welcome to the Bridge insurance access portal. The system provides a full workflow, from the administration of products and coverage,to the submission and management of individual policies.

Access to all features, options, and data are controlled by the settings in your user account. This guide is for users with access to thereporting features, for analysis of system data.

This guide assumes the user is familiar with the general functions of the system. For instructions on logging in and using common fea-tures throughout the system, see the User Guide - Introduction document.

Bordereaux Page 2


Bordereaux

The Bordereaux feature allows for the creation of reports which can be customized to show any number and variety of fields containedwithin policies created under a specific product. The report retrieves bound policies only. The output file is in Excel format, allowing foreasy filtering and creation of charts and tables.

In the main menu, select Policies, then select Excel Bordereaux. The Export Settings page opens.

Fill in the export details.

Master Cover Select a master cover (product). The chosen master cover determines which policies areincluded in the report (along with the date fields below), and defines the available optionsin the Fields list.

Bordereaux Page 3


Fields Last Retrieved On Once a master cover has been selected, this field displays the date and time when the work-flow was last published. This can be used to determine if recent changes to the workfloware included in the report.

Bound Start Date /Bound End Date

The Bound Start Date and Bound End Date fields can be used together or separately tocontrol which policies are included in the report. Any submission that was bound beforethe beginning date or after the end date are not included in the report.

Note: The Bordereaux report performs an extensive search through the database for eachpolicy. Specifying a wide date range for master covers with a significant number of policiescould cause the report to take a while to generate.

Fields All fields in the workflow attached to the selected master cover are listed here. The fields inthe Included column are included in the report.

Click Export.

The system processes the report, and a standard File Download window appears. Choose to Open or Save the report in Excelformat.

The report includes the fields selected in the Bordereaux page, plus all common details from each bound policy in the date range forthe selected master cover. This includes the following sections:

l Policy numbers, dates, type, and status.

l Referral and Rejection reasons.

l Insured details.

l Distributor details.

Bordereaux Page 4


l The calculated values for every premium type under the same Line of Business as the master cover. This ensures that any premi-ums that were added manually are included in the report.

Exporting Grid Data Page 5


Exporting Grid Data

The content of a grid can be exported in a variety of formats, useful for reports or record keeping.

The content of the grid will be exported as it appears, so columns can be added, removed, and reorganized, and all data can be filteredand sorted. The export will include the information as it is displayed. If there is more than one page of data, the data from all pages willbe included.

Once the data is ready for export, click the Export Grid button in the bottom right of the grid to view the export options.

Export root table This option is selected by default and cannot be changed.

Exporting Grid Data Page 6


Export selectedchild table

This option is unavailable.

HTML Exports the data into a new browser window.

PDF Exports the data as a PDF file that will open in a new browser window.

XML Exports the data in XML format into a new browser window.

EXCEL Generates an Excel file that can be saved or opened.

TIFF Generates a graphic file in TIFF format that can be saved or opened.

RTF Generates an RTF file that can be saved or opened.

TEXT Exports the data in Txt format into a new browser window.

Portrait / Landscape If the selected export format supports page formatting, this option will define if the output shouldbe in portrait or landscape orientation.

Click Export Now to export the grid data with the selected settings.

For formats that generate a file, a standard Save / Open dialogue box will appear. Select if you want to Open the file in a suitableprogram, Save the file to your computer, or Cancel the export.

Cognos Reports Page 7


Cognos Reports

IBM Cognos Connection is a database reports system that runs alongside the Bridge system.

A selection of core reports have been provided, meeting the most common requirements. These reports can be exported, e-mailed, andeven set to run on a schedule.

To access the Cognos system, log into Bridge normally, and click Reports in the main menu. The Cognos system will open in a newwindow. Login is automatic, using the same account used to login to Bridge.

Cognos Toolbars

Most of the actions available in the system are accessed through the toolbars and icons throughout the main screen. These toolbars aredescribed below, section by section. Many options are for advanced features that are not detailed here, so the listing below focuses onoptions relevant to the core reports and general usage of the system.

Cognos Header Options

The header options are at the top of the page and includes options for the entire system.

Log On Login and account validation is handled through Bridge. If you are timed out in Cognos,close the window and click the Reports menu item in Bridge to open a new Cognos win-



dow.

Refresh - Reloads the screen to update information that may have changed.

Home - The Home controls allow a specific page or view to be bookmarked, returning to thatpoint with a single click.

l Home The default option, this returns you to your default or selected home page.

l Set View as Home This options sets the current page or view as your home page.

Return - Only available when viewing a report, this option returns to the reports grid.

Help - Provides additional Help resources for Cognos.

Cognos Tab Bar

Multiple tabs can be maintained to group related folders and reports.

Tab Menu - Provides options for managing tabs to organize reports.

l Add tabs... Opens the controls to convert folders into tabs for quick access.

l Remove this tab Removes the currently selected tab.

l Modify the sequence of tabs... Opens the controls to reorganize the order of the tabs.

Scroll Left/Right - If there are more tabs than fit on the screen, these controls scroll left and

right to access any additional tabs.



Cognos Main Toolbar

The main toolbar provides controls for navigation through the folders and tools for managing folders and reports.

Navigation Links This line lists all parent folders leading to the current folder. Click on a link to jump to any pre-vious folder.

List View - This is the default view for the reports list, with columns displaying the report name, the dateof the last change, and multiple options.

Details View - This view shows multiple columns of reports, with each report displaying the report name, thereport description (if provided), the date of the last change, and a link to the options.

New Folder - Opens a brief dialogue box for the creation of a new folder.

Cut, Copy, Paste,and Delete

- Standard options for editing text or items.

Cognos Grid Navigation

The grid navigation tools can be used to move through the grid one page at a time, jump to the beginning or end, or restrict the grid to aspecific range of entries. The grid navigation bar appears above and below the grid.



Entries These fields display the range of entries currently shown in the grid. These valuescan be entered manually, then click Go To , and the grid updates to show just theselected range.

Previous Page / Next Page - Navigates to the previous or next page in the grid.

First Page / Last Page - Navigates to the first or last page in the grid.

Cognos Grid Header

The grid header provides options for sorting and selecting data.

Selection Checkboxes The checkboxes can be selected for individual items in the grid, or the checkbox in theheader can be used to select or deselect all entries currently displayed in the grid.

Sorting The grid can be sorted on either the Name orModified columns. Click the sort icon tocycle between ascending order , descending order , and no sorting .

Cognos Report Toolbar

The report toolbar is available when viewing a report, and includes options for navigation, bookmarks, and export.



View in HTML Format - Select a format for the report. In any format other than HTML, the report willgenerate with the current parameters and cannot be changed.

l View in HTML Format - This is the default format, and can be selected to return to the normal sys-tem when viewing a report in another format.

l View in PDF Format - Generates the report in a PDF file that can be saved from within thebrowser.

l View in XML Format - Displays the report in XML code format.

l View in Excel Options - Select a format for Excel. The report will be generated as a file that can beopened or saved.

o View in Excel 2007 Format - Generate the report in Excel 2007 format.

o View in Excel 2002 Format - Generate the report in Excel 2002 format.

o View in CSV Format - Generate the report in Excel CSV format.



Cognos Core Reports

A selection of reports are included by default when Cognos is configured for a licensee. These reports cover the most common usagescenarios for many licensees.

Assured Summary

The Assured Summary report provides details about the number of policies by country, with the option to shift to another report to viewthe same results for individual states or provinces.

When the report is selected from the reports grid, it opens with the default settings.

Product Master Cover Select a single master cover, or select the default Product Master Cover option to includeall master covers.

Distributor Select a single distributor, or select the default Distributor option to include all distributors.

Effective Date From/ToEnter the dates, or select them from the calendar lookup , to restrict the results to policiesthat take effect during the selected range.

Click Run Report to refresh the report with the new settings.



The first level of the report presents the client policy statistics divided by country. The Gross Premium and Net Premium areprovided with totals, as well as the Policy Count and Transaction Count per country. A pie chart (not pictured here) is alsoincluded representing the Policy Count per country.

Click a link in the Assured Country column to view the client distribution by state or province. This opens a new report,Assured State Summary, detailed below. As this is a different report, there is no navigation option to return to the AssuredSummary Report. The report will need to be run again from the reports list.

Assured State Summary

The Assured State Summary report is accessed by selecting a country in the Assured Summary report, detailed above. Thisreport provides details about the number of policies per client, divided by state or province.

The selected parameters from the previous report are passed to the new report, but can be modified.

Product Master Cover Select a single master cover, or select the default Product Master Cover option to include



all master covers.

Distributor Select a single distributor, or select the default Distributor option to include all distributors.

Assured Country Select a country to view all results for states or provinces within that country. The availableoptions are not limited to the results of the Assured Summary report.

Effective Date From/To Enter the dates, or select them from the calendar lookup , to restrict the results to policiesthat take effect during the selected range.


The report presents the client policy statistics grouped by state or province. The Assured column provides the client name,Gross Premium and Net Premium are provided with totals, as well as the Policy Count and Transaction Count per client. A pie chart (not pictured here) is also included representing the Policy Count per state or province.

Distributor Commission Summary

The Distributor Commission Summary report provides details about commissions earned by distributors per product, with the optionto shift to another report to view the commissions for a single distributor by term or transaction.




Product Master Cover Select one or more products to include them in the report, or click Select All or DeselectAll.

Effective Date From/To Enter the dates, or select them from the calendar lookup , to restrict the results to trans-actions that take effect during the selected range.


The first level of the report presents the premium and commission information per distributor and product, with the product iden-tified by both name and code. The Gross Premium, Commission, and Net Premium are provided with totals.

Click a link in the Distributor column to view the commissions for that distributor broken down by term or transaction. Thisopens a new report, Summary By Policy Term, detailed below. As this is a different report, there is no navigation option toreturn to the Distributor Commission Summary. The report will need to be run again from the reports list.



Summary By Policy Term

The Summary By Policy Term report is accessed by selecting a distributor in the Distributor Commission Summary report,detailed above, and by selecting the View Summary By Policy Term option in the Individual Transactions report, detailed below. This report provides details about the commission earned by a single distributor, broken down by product and term.




Report Selection Select the type of report to generate.

l View Summary ByPolicy Term

This option will refresh the current report type.

l View IndividualTransactions

This option will switch to the Individual Transactions report, detailed below, on clickingRun Report.




This report presents the premium and commission information for one distributor, per product and term, with the product iden-tified by both name and code. The effective period and Transaction Type are listed. The Gross Premium, Commission,and Net Premium are provided with totals.

Individual Transactions

The Individual Transactions report is accessed by selecting the View Individual Transactions setting in the Summary By PolicyTerm report, detailed above. This report provides details about individual transactions for a single distributor.



Effective Date From/To Enter the dates, or select them from the calendar lookup , to restrict the results to trans-



actions that take effect during the selected range.

Report Selection Select the type of report to generate.

l View Summary ByPolicy Term

This option will switch to the Summary By Policy Term report, detailed above, on clickingRun Report.

l View IndividualTransactions

This option will refresh the current report type.


This report presents a significant amount of detail for each transaction under a single distributor, within the set parameters. The Gross Premium, Commission Amount, and Policy Transaction Count are provided with totals.



Click a link in the ID column to view the full information for the selected transaction. This opens a new report, Policy Trans-action Register, detailed below. As this is a different report, there is no navigation option to return to the Individual Trans-actions. The Distributor Commission Summary report will need to be run again from the reports list.

Insurer Bound Premium Summary

The Insurer Bound Premium Summary report provides details about the premium earned by each insurer, per product and premiumtype, with the option to shift to another report to view the transaction details.


Product Master Cover Select one or more products to restrict the results to those products, or click Select All orDeselect All.

Premium Type Select one or more premium types to restrict the results to those types, or click Select All orDeselect All.

Underwriting Year Select one or more underwriting years to restrict the results to those years, or click SelectAll or Deselect All.





The first level of the report presents the premium details, both grand totals and the share of the premium for the individualinsurer. The report is grouped by insurer, and divided by premium type. Summary lines are included for each insurer and forthe overall totals.

Click a link in the Insurer column to view the term details for the policies belonging to that insurer. This opens a new report,Policy Term Register, detailed below. As this is a different report, there is no navigation option to return to the DistributorCommission Summary. The report will need to be run again from the reports list.

Monthly Bound Premium Summary (Bound Date / Effective Date)

The Monthly Bound Premium Summary report comes in two versions, based on the transaction Bound Date or the transaction Effect-ive Date. Both reports provide graphs, charts, and tables about bound policies.


Bound / Effective Date Enter the dates, or select them from the calendar lookup , to restrict the results to trans-



From/To actions that are bound or take effect during the selected range, depending on the type ofreport.

Period The graphs and tables are divided into periods. SelectMonthly,Quarterly, or Annually.


The Total Gross Premium, Total Net Premium graph displays the total premiums for each period.



The Policy Transaction Count chart shows the total transaction count, broken down by transaction type.

The Policy Term Count graph displays the number of terms per period.

The Policy Term table lists the term count, the premium, and the average premium generated by policy.



The Policy Transaction table lists the number of each transaction type per period.

Monthly Submission Status Metrics

The Monthly Submission Status Metrics report provides details about submission statuses at the end of each period.


Product Master Cover Select a single master cover, or select the default Product Master Cover option toinclude all master covers.

Distributor Select a single distributor, or select the default Distributor option to include all dis-



tributors.

Count Type Select the type of report.

l Policy Month EndCounts

Provides details accumulated at the end of each month. If the Period includes multiplemonths, the values will be the total of the month end counts for the months in eachperiod.

l Transaction ProgressCounts

Provides counts on how many transactions are in specific statuses for each Period.

l Total Status ChangeCounts

Provides counts on how many transactions changed to a certain status in each Period.

Period Select the period division.

l Annually All data is presented per year.

l Quarterly All data is presented in three month periods.

l Monthly All data is presented per month.

Term Type Select what type of term to include.

l All Include both New Business and Renewal terms.

l New Business Only include New Business terms.

l Renewal Only include Renewal terms.

Term Status Change DateFrom/To

Enter the dates, or select them from the calendar lookup , to restrict the results tochanges made during the selected range.




The first level of the report presents the premium details, both grand totals and the share of the premium for the individualinsurer. The report is grouped by insurer, and divided by premium type. Summary lines are included for each insurer and forthe overall totals.



Click a link in the Insurer column to view the term details for the policies belonging to that insurer. This opens a new report,Policy Term Register, detailed below. As this is a different report, there is no navigation option to return to the DistributorCommission Summary. The report will need to be run again from the reports list.

Policy Term Register

The Policy Term Register report provides details about policies, separated by term, with the option to shift to another report to view thefull policy information. This report can be run directly from the reports grid, or accessed by selecting an insurer from the Insurer BoundPremium Summary report.

When the report is selected from the reports grid, it opens with the default settings. When the report is accessed from the InsurerBound Premium Summary report, the Effective Date From/To range is copied in.

Filter by... Each of these filters can be enabled (select Y) or disabled (select N) to filter the results by the cre-ated, bound, or effective dates. Changing any of these options refreshes the report immediately. These filters are only available when accessing the report through the reports grid.

Start / End Date These fields are active when the associated filter is enabled. Enter the dates, or select them fromthe calendar lookup , to restrict the results to terms that were created, bound, or become effectiveduring the selected range. When a date is changed, the report must be refreshed manually. Thesefilters are only available when accessing the report through the reports grid.



Distributor Select a distributor to restrict the results to policies associated to that distributor, or selectthe default Distributor option to include all policies.

Term Status Select a status to restrict the results to terms that currently have that status, or select thedefault Term Status option to include all statuses.

Effective Date From/To Enter the dates, or select them from the calendar lookup , to restrict the results to trans-actions that take effect during the selected range. These fields are only available whenaccessing the report through the Insurer Bound Premium Summary report.




The first level of the report provides the detailed information for each term, with the product identified by both name and code. The Gross Premium and Commission Amount are provided with totals.

Click a link in the ID column to view the full information for the selected transaction. This opens a new report, Policy Trans-action Register, detailed below. As this is a different report, there is no navigation option to return to the Policy TermRegister. The report will need to be run again from the reports list.

Policy Transaction Register

The Policy Transaction Register report provides details about one transaction. This report can be run directly from the reports grid, oraccessed by selecting a transaction in the ID column in the Individual Transactions or Policy Term Register reports, detailed above. This report provides details about one transaction.

When the report is selected from the reports grid, it opens with the default settings. When the report is accessed from the IndividualTransactions or Policy Term Register reports, there are no settings available.



Filter by... Each of these filters can be enabled (select Y) or disabled (select N) to filter the results by the cre-ated, bound, or effective dates. Changing any of these options refreshes the report immediately. These filters are only available when accessing the report through the reports grid.

Start / End Date These fields are active when the associated filter is enabled. Enter the dates, or select them fromthe calendar lookup , to restrict the results to transactions that were created, bound, or becomeeffective during the selected range. When a date is changed, the report must be refreshedmanually. These filters are only available when accessing the report through the reports grid.

Product Master Cover Select a product to restrict the results to policies associated to that product, or select thedefault Product Master Cover option to include all policies. This field is only availablewhen accessing the report through the reports grid.

Distributor Select a distributor to restrict the results to policies associated to that distributor, or selectthe default Distributor option to include all policies. This field is only available whenaccessing the report through the reports grid.



Transaction Status Select a status to restrict the results to policies with that status, or select the default Trans-action Status option to include all policies. This field is only available when accessing thereport through the reports grid.




This report presents a significant amount of detail for each premium type within a single transaction. The Gross Premium,Net Premium, and Commission Amount are provided with totals.

Policy SmartView Dashboard Page 32


Policy SmartView Dashboard

SmartView is a data tracking and management system, providing customizable and interactive dataviews arranged in "Dashboard"screens. Data from throughout the system can be collected and displayed in a range of tables, graphs, and charts, with interactive con-nections that allow one dataview to adjust, filter, or even replace another dataview.

For details on configuring and managing SmartView, see the User Guide – SmartView document.

The default SmartView dashboard for policy information tracks policies and transactions, with views related to distributors and premium.

The dashboard is accessed using the SmartView option under the Reports menu, and can also be displayed in the Home page.



See the individual view descriptions below.

Transactions by Distributor

The Transactions by Distributor view lists all distributor companies that are associated to at least one transaction.



For each distributor, the NB (New Business), Renewal, and Endorsement transactions are summed up by number of transactionsand total premium dollar value.

Selecting a distributor automatically filters the content of the Submissions/Policies view.

Submissions/Policies

The Submissions/Policies view lists all transactions. If a distributor has been selected in the Transactions by Distributor view, thisview will be automatically filtered to display the transactions associated to that distributor.



For each transaction, the view displays the following details:

Term ID/Policy Number The assigned policy number, or the ID number if no policy number has been assigned.

Product The name of the product (master cover) for the transaction.

Client Information The name of the client company or individual client associated to the transaction.

Effective Date The effective date of the transaction.

Type The transaction type.



Status The current status of the transaction.

Premium The calculated premium for the transaction, not including taxes.

Taxes The calculated taxes for the transaction.

Currency The currency of the calculated premium and taxes.

Premium By

The Premium By view provides a pie-chart view of the total premium broken down by distributor.



Quarterly Premium by Product

The Quarterly Premium by Product view lists all products (master covers) that have associated transactions, with the total premiumsummed up for each quarter.

Bridge Product Line Manager SmartView Dashboard Page 38


For each product, the view displays the calculated premium for each quarter.

Bridge Product Line Manager SmartView Dashboard

SmartView is a Business Intelligence application that allows users to work with data coming from external systems, conduct meaningfulanalysis, and create interactive visual analytics in the form of dashboards. All fully configurable and customizable.



For details on configuring and managing SmartView, see the SmartView Setup and Configuration section of the User Guide -SmartView document. For details on using the dashboard controls, see the General SmartView Dashboard Controls section of theUser Guide - SmartView document.

The Bridge Product Line Manager SmartView Dashboard tracks policies and premium, with dynamic displays to view the data byproduct, region, distributor, and period.

The dashboard is accessed using the SmartView option under the Reports menu, and can also be displayed in the Home page.

Overview



The basic structure of the dashboard provides four central dataviews that display the majority of the information. The dataviews aremodified and filtered by control sections at the top and bottom of the dashboard.

See below for detailed descriptions of the control sections and dataviews.

Period Controls



The period controls are available at the bottom of the dashboard. Select an option to filter the data in the Data Type Controls andthe individual dataviews.

Data Type Controls

The data type controls are available at the top of the dashboard. Each one displays the total value for its respective data type.

Gross Premium Displays the sum of all premium amounts for all bound policy terms within the selected Period. Inclu-sion in the period is based on the term Effective Date.

Policy Count Displays the number of policy terms bound within the selected Period.

Bound/Quoted Displays the percentage of New Business transactions that have been bound within the selectedPeriod, out of all quoted New Business transactions.

Win/Loss Displays the percentage of New Business transactions that have been bound within the selectedPeriod, out of all New Business transactions in other statuses.

Renewal Retention Displays the percentage of Renewal transactions that have been bound within the selected Period,out of all Renewal transactions in other statuses.



Click on a control to shift the dataviews to that data type.

For example, when Gross Premium is selected, the Values by Product dataview will be relabeled to Gross Premium by Productand will display the premium separated by insurance product. Selecting Policy Count instead will change the label to Policy Countby Product and the dataview will display the number of policies separated by insurance product.

Values by Product DataView

The Values by Product dataview displays totals for the selected Period and Data Type, separated into their respective insuranceproducts.

The product names are displayed in the legend to the right. Clicking on products in the legend will add or remove them from thechart.



The Expand icon in the top-right expands the dataview to fill the dashboard area. The Collapse icon returns the dataview to itsoriginal size.

Values by Region DataView

The Values by Region dataview provides totals for the selected Period and Data Type, separated by the clients’ State/Province.

Clicking on a state will display a pop-up with the total value for that state. Click on another state to view those values, or click the X toclose the pop-up.

The states are color-coded to reflect the relative values, ranging from red for lower values to green for higher values.

The map supports standard Google map controls, such as dragging to move the map and using the scroll-wheel to zoom in and out.




Values by Distributor DataView

The Values by Distributor dataview provides totals for the selected Period and Data Type, separated by the distributors associatedto the specific terms.

A bar chart shows the distributors with the highest values for the selected Period and Data Type. The distributor names are dis-played in the legend to the right. Clicking on distributors in the legend will add or remove them from the chart.

Values by Period DataView



The Values by Period dataview provides totals for the selected Period and Data Type, as well as the same period in the previousyear and the year before that.

The period names are displayed in the legend to the right. Clicking on periods in the legend will add or remove them from the chart.


Index Page i


Index

AAdd tabs... option 8All term type 24Annually period 21, 24Assured column 14Assured Country column 13Assured Country field 14Assured Summary report 13

BBound Date From field 20Bound Date To field 20Bound End Date field 3Bound Start Date field 3Bound/Quoted control 41

CCancel button 6Client Information column 35Collapse icon 43-45Commission Amount column 18, 28, 31Commission column 15, 17Copy button 9

Count Type field 24Currency column 36Cut button 9

DData Type Controls 41-45Delete button 9Details View button 9Distributor column 15Distributor field 12, 14, 23, 27, 29

EEffective Date 41Effective Date column 35Effective Date From field 12, 14-17, 19-20, 27Effective Date To field 12, 14-17, 19-20, 27Endorsement transaction type 34Entries fields 10Excel Bordereaux menu item 2EXCEL option 6Expand icon 43-45Export button 3Export Grid button 5Export Grid menu 5Export Now option 6Export root table option 5

Index Page ii


Export selected child table option 6Export Settings page 2Export Settings panel 2

FFields field 3Fields Last Retrieved On field 3File Download window 3Filter by... fields 26, 29First Page button 10

GGross Premium column 13-15, 17-18, 28, 31Gross Premium control 41

HHelp button 8Home button 8Home option 8Home page 32, 39HTML option 6

IID column 19, 28Insurer column 20, 26

LLandscape orientation 6Last Page button 10

List View button 9Log On link 7

MMaster Cover field 2Modified column 10Modify the sequence of tabs... option 8Monthly period 21, 24

NName column 10Navigation Links 9Net Premium column 13-15, 17, 31New Business term type 24New Business transaction 41New Business transaction type 34New Folder button 9Next Page button 10

OOpen button 3, 6

PPaste button 9PDF option 6Period Controls 41-45Period field 21, 24PLM 38

Index Page iii


Policies menu 2Policy Count 13-14Policy Count column 13-14Policy Count control 41Policy Month End Counts option 24Policy SmartView Dashboard 33, 40Policy Term Count graph 22Policy Term table 22Policy Transaction Count chart 22Policy Transaction Count column 18Policy Transaction table 23Portrait orientation 6Premium By view 36-37Premium column 36Premium Type field 19Previous Page button 10Product column 35Product Line Manager 38Product Master Cover field 12-13, 15-17, 19, 23, 29

QQuarterly period 21, 24Quarterly Premium by Product view 37-38

RRefresh button 8

Remove this tab option 8Renewal Retention control 41Renewal term type 24Renewal transaction 41Renewal transaction type 34Reports menu 32, 39Reports menu item 7Return button 8RTF option 6Run Report button 12, 14-16, 18-19, 21, 24, 27, 30

SSave / Open window 6Save button 3, 6Scroll Left/Right buttons 8Selection Checkboxes 10Set View as Home option 8SmartView menu item 32, 39Sorting 10Start / End Date fields 26, 29Status column 36Submissions/Policies view 34-35Summary By Policy Term report 17

TTab Menu button 8

Index Page iv


Taxes column 36Term ID/Policy Number column 35Term Status Change Date From field 24Term Status Change Date To field 24Term Status field 27Term Type field 24TEXT option 6TIFF option 6Total Gross Premium, Total Net Premium graph 21Total Status Change Counts option 24Transaction Count column 13-14Transaction Progress Counts option 24Transaction Status field 30Transaction Type column 17Transactions by Distributor view 33-34Type column 35

UUnderwriting Year field 19

VValues by Distributor DataView 44Values by Period DataView 45Values by Product DataView 42Values by Region DataView 43View in CSV Format option 11

View in Excel 2002 Format option 11View in Excel 2007 Format option 11View in Excel Options option 11View in HTML Format button 11View in HTML Format option 11View in PDF Format option 11View in XML Format option 11View Individual Transactions option 16-18View Summary By Policy Term option 16, 18

WWin/Loss control 41

XXML option 6

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erwise in whole or in part of which; is incurred as a consequence directly or indir-

ectly of the application use; or reliance on or any of the contents of this document

(documentation).

Documents

Bridge 2.5.109 - User Guide - Reports · Index Pageiii Version2.5.109 BridgeUserGuide ReportsGuide Policiesmenu2 PolicyCount13-14 PolicyCountcolumn13-14 PolicyCountcontrol41 PolicyMonthEndCountsoption24