Please note that you can expand any of the screenshots by right-clicking them and selecting open in a new tab. The applicable screenshot follows each sentence.

In this guide:

Creating an Ad-hoc Report

To build an Ad-hoc report navigate from the home page to Reports, from the expanded menu select Ad-hoc and Open the Create New Report Folder.

Open the By Client Record folder and select the list that relates to the area you wish to report on i.e. the Commissions list.

In this example the Commissions list has been selected. The data items that can be reported show in Available Fields.

Select the field that you want to report on and press Add (highlighted yellow), the selected field will now show in Output Fields.

Once all the relevant fields have been selected press Run (highlighted yellow) to generate the report in Excel. To save the report press Save To (highlighted green) The saved report will available in the Saved Reports folder (highlighted aqua).

Here is the report in Excel based on the output fields selected previously.

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Report on Mortgage Business

To access these output fields, select the Mortgage list within the By Client Record folder.

I want to report on:

Which output field(s) provides this information

The name of the adviser

Adviser

The lender

Provider

Purchase price / valuation

Valuation

Mortgage amount

Loan Amount

Mortgage term

Term

When does the present deal end

Benefit End Date

Is this mortgage a fixed, capped or discount rate etc.

Rate Type

Is this mortgage a BTL mortgage

BTL

What is the chosen method of repaying the mortgage

Repayment Method

The initial interest rate charged by the lender

Current Rate

The monthly payment based on the initial rate

Payment

The rate charged by the lender on expiry of the initial rate

Reversionary Rate

The monthly payment based on the rate applied on expiry of the initial rate

Reversionary Cost

At what stage is the mortgage at

Status

Is this mortgage a purchase or remortgage

Product Basis

When was the application submitted

Application Date

When was the offer received

Offered Date

When was exchange of contracts

Exchange Date

When was completion

Effective Date

What is the mortgage account number

Contract Number

Gender of the client

Sex (App 1)

Sex (App 2)

Client email addresses

Email (App 1)

Email (App 2)

Client dates of birth

DOB (App 1)

DOB (App 2)

Client age at next birthday

Age next (App 1)

Age next (App 2)

Client names

First Name (App 1)

First Name (App 2)

Surname (App 1)

Surname (App 2)

Client phone numbers

Home Tel No (App 1)

Home Tel No (App 2)

Mobile Tel No (App 1)

Mobile Tel No (App 2)

Work Tel No (App 1)

Work Tel No (App 2)

Where client 1 currently resides

Present Address Line 1 (App 1)

Present Address Line 2 (App 1)

Present Address Line 3 (App 1)

Present Address Line 4 (App 1)

Present Address Post Code (App 1)

Where client 2 currently resides

Present Address Line 1 (App 2)

Present Address Line 2 (App 2)

Present Address Line 3 (App 2)

Present Address Line 4 (App 2)

Present Address Post Code (App 2)

The property the mortgage relates to

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Address Post Code

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Report on Commissions

To access these output fields, select the Commissions list within the By Client Record folder.

I want to report on:

Which output field(s) provides this information

The lender

Provider

Purchase price / valuation

Valuation

Mortgage amount

Loan Amount

Mortgage term

Term

When does the present deal end

Benefit End Date

Is this mortgage a fixed , capped or discount rate etc.

Rate Type

Is this mortgage a BTL Mortgage

BTL

What is the chosen method of repaying the mortgage

Repayment Method

The initial interest rate charged by the lender

Current Rate

The monthly payment based on the initial rate

Payment

The rate charged by the lender on expiry of the initial rate

Reversionary Rate

The monthly payment based on the rate applied on expiry of the initial rate

Reversionary Cost

At what stage is the mortgage at

Status

Is this mortgage a purchase or remortgage

Product Basis

When was the application submitted

Application Date

When was the offer received

Offered Date

When was exchange of contracts

Exchange Date

When was completion

Effective Date

What is the mortgage account number

Contract Number

The name of the adviser

Advisor

Client names

First Name (App 1)

First Name (App 2)

Surname (App 1)

Surname (App 2)

Gender of the client

Sex (App 1)

Sex (App 2)

Client phone numbers

Home Tel No (App 1)

Home Tel No (App 2)

Mobile Tel No (App 1)

Mobile Tel No (App 2)

Work Tel No (App 1)

Work Tel No (App 2)

Client email addresses

Email (App 1)

Email (App 2)

Client dates of birth

DOB (App 1)

DOB (App 2)

Client age at next birthday

Age next (App 1)

Age next (App 2)

Where client 1 currently resides

Present Address Line 1 (App 1)

Present Address Line 2 (App 1)

Present Address Line 3 (App 1)

Present Address Line 4 (App 1)

Present Address Post Code (App 1)

Where client 2 currently resides

Present Address Line 1 (App 2)

Present Address Line 2 (App 2)

Present Address Line 3 (App 2)

Present Address Line 4 (App 2)

Present Address Post Code (App 2)

The property the mortgage relates to

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Address Post Code

Fee type

Basis

Amount of fee due

Amount Due

Date fee due

Due Date

Amount of fee paid

Paid Amount

Date fee paid

Paid Date

Report on B & C Insurance

To access these output fields, select the Insurance list within the By Client Record folder.

I want to report on:

Which output field(s) provides this information:

The name of the adviser

Advisor

Client names

First Name (App 1)

First Name (App 2)

Surname (App 1)

Surname (App 2)

Gender of the client

Sex (App 1)

Sex (App 2)

Client email addresses

Email (App 1)

Email (App 2)

Client phone numbers

Home Tel No (App 1)

Home Tel No (App 2)

Mobile Tel No (App 1)

Mobile Tel No (App 2)

Work Tel No (App 1)

Work Tel No (App 2)

Client dates of birth

DOB (App 1)

DOB (App 2)

Client age at next birthday

Age next (App 1)

Age next (App 2)

Where client 1 currently resides

Present Address Line 1 (App 1)

Present Address Line 2 (App 1)

Present Address Line 3 (App 1)

Present Address Line 4 (App 1)

Present Address Post Code (App 1)

Where client 2 currently resides

Present Address Line 1 (App 2)

Present Address Line 2 (App 2)

Present Address Line 3 (App 2)

Present Address Line 4 (App 2)

Present Address Post Code (App 2)

The property the insurance relates to

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Address Post Code

The insurer

Provider

Type of insurance plan

Basis

Sum assured

Sum Assured

Policy term

Policy Term

At what stage is the insurance product at

Status

When was the application submitted

Application Date

When was the application accepted

Accepted Date

What is the date the policy went "in force"

Effective Date

What is the policy number

Contract Number

When does the policy finish

End Date

Optional possessions cover and amount of cover

Cont Possessions Chosen

Cont Possessions Costs

Accident Cover

Buildings AcD

Contents AcD

No Claims - Number of Years

BldNCDYears

ContNCDYears

Additional Cover Selected

Home Emergency Chosen

Legal Costs Chosen

Legal Costs

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Report on Term & CIC Insurance

To access these output fields, select the Insurance list within the By Client Record folder.

I want to report on:

Which output field(s) provides this information:

The name of the adviser

Advisor

Client names

First Name (App 1)

First Name (App 2)

Surname (App 1)

Surname (App 2)

Client phone numbers

Home Tel No (App 1)

Home Tel No (App 2)

Mobile Tel No (App 1)

Mobile Tel No (App 2)

Work Tel No (App 1)

Work Tel No (App 2)

Gender of the client

Sex (App 1)

Sex (App 2)

Client email addresses

Email (App 1)

Email (App 2)

Client dates of birth

DOB (App 1)

DOB (App 2)

Client age at next birthday

Age next (App 1)

Age next (App 2)

Where client 1 currently resides

Present Address Line 1 (App 1)

Present Address Line 2 (App 1)

Present Address Line 3 (App 1)

Present Address Line 4 (App 1)

Present Address Post Code (App 1)

Where client 2 currently resides

Present Address Line 1 (App 2)

Present Address Line 2 (App 2)

Present Address Line 3 (App 2)

Present Address Line 4 (App 2)

Present Address Post Code (App 2)

The property the mortgage relates to

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Address Post Code

The insurer

Provider

Type of insurance plan

Basis

Buildings Cover

Contents Cover

Policy sum assured

Sum Assured

CISum Assured

ChildrenCIBenefits Amount

Policy term

Policy Term

At what stage is the insurance product at

Status

When was the application submitted

Application Date

When was the application accepted

Accepted Date

What is the date the policy went "in force"

Effective Date

What is the next review date

Next Review Date

What is the policy number

Contract Number

When does the policy finish

End Date

Is this policy providing family income benefit

Family Income Benefit

Monthly Benefit Amount

Monthly Benefit Increasing

Is the policy assigned

Assigned

Is the policy written in trust

In Trust

Is the monthly premium guaranteed

is Premium Guaranteed

Is waiver of premium included

has Waiver

Is terminal illness benefit included

has Terminal Illness Benefit

Is this a whole of life policy

Whole Of Life

Total and permanent disability included

Permanent Disablement

Permanent Disablement Basis

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Report on Income Protection

To access these output fields, select the Insurance list within the By Client Record folder.

I want to report on:

Which output field(s) provides this information:

The name of the adviser

Advisor

Client names

First Name (App 1)

First Name (App 2)

Surname (App 1)

Surname (App 2)

Gender of the client

Sex (App 1)

Sex (App 2)

Client email addresses

Email (App 1)

Email (App 2)

Client phone numbers

Home Tel No (App 1)

Home Tel No (App 2)

Mobile Tel No (App 1)

Mobile Tel No (App 2)

Work Tel No (App 1)

Work Tel No (App 2)

Client dates of birth

DOB (App 1)

DOB (App 2)

Client age at next birthday

Age next (App 1)

Age next (App 2)

Where client 1 currently resides

Present Address Line 1 (App 1)

Present Address Line 2 (App 1)

Present Address Line 3 (App 1)

Present Address Line 4 (App 1)

Present Address Post Code (App 1)

Where client 2 currently resides

Present Address Line 1 (App 2)

Present Address Line 2 (App 2)

Present Address Line 3 (App 2)

Present Address Line 4 (App 2)

Present Address Post Code (App 2)

The insurer

Provider

Monthly premium

Payment

Payment Freq

Type of insurance plan

Basis

Basis Sub Type

Benefit Basis

Annual benefit amount

Sales Value

Monthly benefit amount

Sum Assured

Payable For

Policy term

Policy Term

Policy Term Age Or Years

At what stage is the insurance product at

Status

When was the application submitted

Application Date

When was the application accepted

Accepted Date

What is the date the policy went "in force"

Effective Date

What is the next review date

Next Review Date

What is the policy number

Contract Number

When does the policy finish

End Date

What is the deferred period

Deferred Period

Is the monthly premium guaranteed

is Premium Guaranteed

Is waiver of premium included

has Waiver

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