There are 2 areas within the reports screen: Graphical Charts & List of Reports.

The first is a graphical summary of your business, pie charts and line graphs which are designed to give you a very quick view of how your business and schemes are performing. The default display is for all schemes for the current month, but you can change to a specific scheme or different month by clicking on the drop-down filters.

Underneath the graphical reports you find the standard reports that are provided with your SchemeServe system. Unlike many systems these can be amended to meet your exact requirements, they are not locked in any way.

If you wish to change a standard report or build a bespoke report, follow our guide here.

To run your report from the ‘Reports’ admin area click on the report name – a pop up box saying ‘Generate Report’ will be visible, and once the report has run you can open it up to view on screen, as well as choose the option to email the report output to an email address of your choice.

Quick guide to building a report:
To create your report click on the ‘New Report’ button.

1. Select the type of report that you require, most premium and bordereau types will be ‘Cases by Inception’, renewal reports will be ‘Cases by Expiry’, claims either ‘All’ or ‘Settled’ and ‘Premium/Payment Audits Transactions’.
2. Click ‘Create Report’.
3. Give the report a name on the ‘General’ tab, it will help if this fully explains what the report is doing. We would normally suggest that for each type of report, you have one for each insurer and scheme combination, unless you are happy for them to run for all schemes (again you can fully control this).
4. Set the date range that you want to use on the report – if this is a monthly report this will normally be the first and last day of the month. This can then be changed at each month end before running.
5.  Create conditions.
6. Create columns
7.  Save & run your report