Function Reports

The function Reports is navigated to by clicking on the menu item Reports in the main menu. The function Reports provides basic statistics on the numbers families/insurees/policies associated with the enrolment officer. The Report Page appears immediately:

Image 1.9.1 (Reports Page)

Click on the button Snapshot Indicators to get data from the web IMIS on the date of reporting. The Snapshot Indicators Page appears:

Image 1.9.2 (Snapshot Indicators Page)

Pick Date

Enter the date for which the snapshot statistics are required.

Click on the button Get to display the statistics in the Snapshot Indicators Page.

Image 1.9.3 (Snapshot Indicators Page with statistics)

The following indicators are provided on the date of creating of the report:

Number of Families with Active Policies

The number of families/groups having at least one active policy managed by the enrolment officer for which the expiry date is after or on the date of creating of the report.

Number of Families with Expired Policies

The number of families/groups having at least one expired policy managed by the enrolment officer for which there is no active follow-up policy of the same insurance product or its converted product entered into the web IMIS by the date of creating of the report.

Number of Families with Idle Policies

The number of families/groups having at least one idle policy managed by the enrolment officer for which the date of expiry is after or on date of creating of the report and there is no active follow-up policy of the same insurance product or its converted product entered into the web IMIS by the date of creating of the report.

Number of Families with Suspended Policies

The number of families/groups having at least one suspended policy managed by the enrolment officer for which the date of expiry is after or on date of creating of the report and there is no active follow-up policy of the same insurance product or its converted product entered into the web IMIS by the date of creating of the report.

Click on the icon <- in the upper part of the Snapshot Indicators Page to return to the Reports Page

Click on the button Cumulative Indicators to get data from the web IMIS on the date of reporting. The Cumulative Indicators Page appears:

Image 1.9.4 (Cumulative Indicators Page)

Date From

Enter the starting date for which the cumulative statistics are required.

Date To

Enter the last date for which the cumulative statistics are required.

Click on the button Get to display the statistics in the Cumulative Indicators Page.

Image 1.9.5 (Cumulative Indicators Page with statistics)

The following cumulative indicators are provided for the specified period:

Number of New Policies

The number of policies managed by the enrolment officer that were enrolled within the specified period irrespective of their status.

Number of Renewed Policies

The number of policies managed by the enrolment officer that were renewed by the renewal functionality within the specified period irrespective of their status.

Number of Expired Policies

The number of policies managed by the enrolment officer that expired within the specified period and they have no active follow-up policy of the same insurance product or its converted product entered into IMIS by the date of creating of the report.

Number of Suspended Policies

The number of policies managed by the enrolment officer that were suspended within the specified period.

Amount of Collected Contributions

The amount of contributions collected within the specified period for all policies managed by the enrolment officer.

Remark 1: All statistics are taken from the web IMIS irrespective whether policies originated in the application or were entered via the web IMIS.

Remark 2: The enrolment officer means the officer with the enrolment officer code that was entered while launching the application and all of its predecessors that he/she substituted directly or indirectly.

Click on the icon <- in the upper part of the Cumulative Indictors Page to return to the Reports Page