Transition from the Old Report List

The Old Report List page is being retired. The reports you ran from it are available in other BriteCore pages, using the same data. This article shows where to go and what to click, grouped the same way as the old page.

In this article

• The page that is transitioning
• Where each report moved
• Commissions
• Claims
• Billing
• All other reports

The page that is transitioning

This is the Old Report List (Reporting › View Old Report List). It groups its links by Agency, Audits, Billing, Claims, Data Extracts, Management, Premium, Reinsurance and Underwriting. Every link on it is covered in this article.

Where each report moved

Find the link you used on the Old Report List, then click its new location to jump to the instructions.

Commissions

Agent Commission report

Shows Agent Commission totals by producer, agency group, agency and policy type for a date range. It is the same report the old link ran. It also runs on its own at month-end, and the file is saved to Reporting › Attachments.

1. Open Reporting › Reports, type Agent Commission in Search reports and click it. It is in the Agency category. If it doesn't appear, tick Show hidden reports.

2. Click Run report, enter the Start Date and End Date, and click Run report in the window.

   Pick the commission period, for example the first and last day of the month.

3. Open the Prior Runs tab and click Download on your run when it shows Completed. Runs marked Monthly are the automatic month-end runs.

Agency Experience report

Builds an Agency Experience PDF for each agency over a date range. On the old page you picked the dates and the result came to you. In Reports you can still do that, and you can also email the PDFs to the agencies and set the report to run on a schedule.

• Run it now: use Run report. You pick the dates and, for this run only, whether the PDFs are emailed to agencies.
• Run it on a schedule: use the Configuration tab. It sets how often the report runs on its own and who gets the PDFs from those runs.

Run it now

1. Open Reporting › Reports, type Agency Experience in Search reports and click Agency Experience in the Agency category. Your site may also list copies such as Agency Experience - CSV; use the one without a suffix.

2. Click Run report and enter the Start Date and End Date.

   The Email this run options appear only for Agency Experience.

3. Under Email this run, choose at most one option, or leave both unticked:

   • Leave both unticked to only build the PDFs. Nobody is emailed.
   • Email Agency Experience PDFs to the Commission Statement recipient emails every agency that has a Commission Statement recipient set up.
   • Email Agency Experience PDFs as specified under "Recipients" emails only the agencies ticked in the Configuration tab's Recipients list, at the address picked for each.

   These choices apply to this run only. They don't change the schedule or the Configuration tab.

4. Click Run report. When the run shows Completed in Prior Runs, click Download.

   Runs marked Monthly come from the schedule set in the Configuration tab.

Important: Ticking an email option sends real emails to agencies when the run finishes. Leave both unticked if you only want the file.

Set up the schedule: the Configuration tab

Open the Configuration tab on Agency Experience. It has four sections: Schedule, Scheduled email, Output and Recipients.

Important: Changes save as soon as you click them and apply to every user at your company, so check each choice before you click.

Schedule. How often the report runs on its own: Manual (never), Daily, Weekly (Monday mornings), Weekly (Sat), Monthly (morning of the 1st) or Yearly (January 1st). The line under the buttons shows the next run date.

Scheduled email. Who gets the PDFs from the scheduled runs. This only takes effect when Schedule is not Manual.

• No email: the PDFs are built and stored. Nobody is emailed.
• Commission recipient: emails every agency that has a Commission Statement recipient.
• Selected agencies: emails only the agencies ticked under Recipients, at the address picked for each.

Output. Two optional settings:

• Generate separate PDFs by agency number: one file per agency number. Use it when two agencies share a name; otherwise leave it off to keep the usual file names.
• Generate audit files: adds CSV files that list the policies and premiums behind each figure in the report.

Recipients. The agencies that receive the PDFs when you choose Selected agencies (scheduled) or the "Recipients" option (single run). Tick each agency and pick or type its email address. The header shows how many agencies are selected, and the list saves on its own (you'll see "Recipients saved").

Commission statements (Retrieve Commission Reports)

These are the monthly commission statement PDFs, one per agency. BriteCore builds them every night, so there is nothing to generate. You pick a month and choose which agencies to send or download.

1. Open Policies › Payments › Agency Commissions.

   Agency Commissions opens with the filters at the top and one row per agency payment.

2. Click Commission Month and pick the month you need. This replaces the Month and Year boxes on the old popup.

   Use the arrows to change the year.

3. Set Processing Status to All statuses: hover over the box and click the ×. The page opens on Pending, which hides agencies whose payment is already Reviewed or Exported. The old popup listed every agency, so clear this filter to see them all.
4. Tick the agencies you want, or tick the box in the header row to select every agency on the page. If the list has more than one page, BriteCore asks whether you mean this page or all agencies.
5. Click More and choose what to do:
   • Email Report(s) sends each selected agency its own statement PDF. Only agencies set up to receive electronic statements get an email, the same as the old Email option.
   • Download Report(s) builds one zip file with all the selected statements and emails the zip to you. It arrives a few minutes later instead of downloading in the browser.

Need one agency's statement right away?

Click the arrow › at the start of the agency's row to open its details, then click Download Report. The PDF opens right away.

The opened row also lists the policies behind the payment.

Negative commission statements

Agencies that owe commission back have a negative commission statement. On Agency Commissions you reach them from the orange banner.

1. On Agency Commissions, click Please review in the orange banner that says how many delayed commission entries there are. Neg Amt counts the negative entries.
2. In Delayed Commission Payments, find the agency and click Download Report to open its negative statement, or Email Report to send it to the agency.

Note: This window works one agency at a time. The old popup could select every agency at once. If you need all negative statements at once, contact BriteCore Support.

Last month only: Pending Commission Payments

For last month's statements you can also use Policies › Payments › Pending Commission Payments.

• Under Agent Commission Reports, click the magnifying glass next to an agency to download last month's statement.
• Click Email Reports at the bottom to email last month's statements to every agency set up for electronic statements.

What's different for commissions

• Bulk downloads come by email. Download Report(s) emails you a zip file instead of downloading it in the browser.
• Check the status filter. Agency Commissions starts on Pending. Clear it to see every agency for the month.
• No Role box. Agencies and agency groups are handled for you.
• Negative statements go one agency at a time from the Delayed Commission Payments window.
• Same statements. Every option uses the statements BriteCore builds each night. Nothing about their content changes.

Note: Don't see Agency Commissions in the Payments menu? Ask your BriteCore administrator to turn on the new Agency Commissions page for your site and give you the View Agency Commissions permission.

Claims

Claims by Loss or Closed Date

On the old page this was one report with a Date type box: Loss Date, Closed Date or Date Reported. It is now three reports, one for each date type. Pick the one that matches the date type you used to choose.

1. Open Reporting › Reports and type Claims by in Search reports. The list shows the three reports, all in the Claims category.

2. Click the report you need. The right side shows what it contains: its parameters (StartDate and EndDate) and the 17 columns with a description of each.

   The Documentation tab lists the parameters and every column.

3. Click Run report, enter the Start Date and End Date, and click Run report in the window.
4. Open the Prior Runs tab. When your run shows Completed, click Download to get the Excel file. Earlier runs stay listed with their dates, so you can download them again.

Columns in all three reports

Claim Number, Policy Number, Policy Type, Agent/Agency, Producer/Agent #, Inception Date, Expiration Date, Subline Name, Subline Type, Named Insured, Loss Date, Loss Cause(s), Status, Reported Date, Closed Date, Net Reserve, Total Paid.

What's different for claims

• One report per date type. There is no Date type box. Choose the report instead.
• Excel file. The result is an Excel workbook with a cover sheet and a Claim List sheet. Claim Number and Policy Number link to the claim and policy in BriteCore.
• Scheduling. These reports can be scheduled from Reporting › Schedules to run on their own.

Billing

Invoices Coming Due

Lists unpaid invoices on active policies that come due within the number of days you choose, counted from the moment the report runs. It asks for the same two things as the old popup: how many days ahead and a minimum amount.

1. Open Reporting › Reports and type Invoices Coming Due in Search reports. Click Invoices Coming Due in the Billing category.

   Your site may also list copies such as Old Invoices Coming Due or test versions; use the one without a prefix or suffix.

2. Click Run report, fill in the two fields and click Run report in the window. Both fields come filled with their defaults.
   • Number of Days to Look Forward: how many days ahead to look for due dates. Default 30. Replaces the old How many days box.
   • Minimum Amount: leaves out invoices whose currently due amount is at or below this value. Default 0. Replaces the old Minimum amount box.

3. Open the Prior Runs tab. When your run shows Completed, click Download to get the Excel file.

   Every earlier run stays listed, so you can download it again.

Columns

Policy Number, Effective Date, Policy Type, Agent / Agency, Named Insured, Invoice Type, On Auto Pay, Non-Pays, Due Date, Amount Invoice, Premium Due, Currently Due.

What's different for billing

• Same inputs, new place. Days ahead and minimum amount work as before, and both start with a default.
• Excel file from Prior Runs. The file is ready in the Prior Runs tab when the run finishes, instead of downloading straight from the popup.
• Scheduling. You can schedule it from Reporting › Schedules, for example on the first of every month.

All other reports

Each of these runs the same way as the claims and billing reports above:

1. Open Reporting › Reports and type the report name in Search reports.
2. Click the report, click Run report and fill in what it asks for.
3. Open the Prior Runs tab and click Download when the run shows Completed.

The reports are grouped the way the Old Report List grouped them. Some now sit in a different category in Reports, so the category is listed for each one.

Audits

Incomplete Contacts

Finds contacts with missing names, addresses, email addresses or phone numbers so you can complete them. A summary sheet counts each kind of gap, and separate tabs list the contacts.

Policy Renewals

Lists the policies scheduled to renew, or already renewed, within the date range.

Policy Term Expirations

Lists policies and quotes whose expiration date falls within the date range.

Property Coverage by Limit

Summarizes total property coverage limits, grouped by agency and policy.

Policy Change Requests

Summarizes policy change requests, both submitted and still waiting to be submitted.

Billing

Aged Accounts Receivable

Shows outstanding balances by age as of the date you choose. Often used to find balances over 90 days old to write off, and for Annual Statement page 2, line 15.1.

Billed Accounts Receivable

Lists policy terms with a past-due balance as of the date you choose. Total Past Due adds the 0-29, 30-59, 60-89 and 90+ day buckets, and the policy cancel date is included.

Payments Received

Shows every payment received in the date range with its payment method, for daily cash balancing of deposits. Backdated payments are included by transaction date.

Write-Offs and Waives

Lists policy terms with premium written off or system fees waived in the date range, with totals by policy type and by agent or agency.

Claims

Losses Incurred

Summarizes claim loss activity in the date range: each claim with its incurred loss, plus total incurred losses by policy type.

Open Loss Report

Lists every claim still open as of the date you choose, with policy and coverage details, adjuster, loss location, reserves and paid amounts, totaled by agent or agency.

Uncommitted Claims

Lists claims saved in BriteCore but never given a claim status. The Uncommitted Claims sheet has the claims with a loss date; the Incomplete Claims sheet has the ones with no loss date yet. Each row shows how many days the claim has been waiting.

Note: Use Uncommitted Claims, not Uncommitted Claims Legacy.

Data Extracts

Property Item Detail Report

A CSV export of the property item details on policies in force on the date you choose.

Item Detail Date Range

A CSV export of the property item details on policies in force during the date range.

Management

Custom Fee Totals

Summarizes custom fees (charges beyond the standard premium, such as underwriting fees) in the date range: written, billed, paid, advanced and still unpaid, per policy and by policy type.

Premium Earned to Losses Incurred

Compares earned premium with incurred losses for the period, by policy, claim, policy type and agency, with summary totals.

Premium

Advance Premium

Lists policy terms that start in the future but already have a payment, as of the date you choose. Return premium moved from another term or policy counts as payment.

Paid Premiums and Fees

Shows premium, system fee and custom fee payments received in the date range, totaled by policy type and state, to verify cash receipts.

• Category: Premium
• You enter: Start date and end date
• File: Excel, 12 columns

Premium Earned Unpaid

Lists policies whose earned premium hasn't been collected, comparing premium earned with payments and write-offs, and shows the balance by policy, agent and policy type.

Premium Running

Compares premium written with premium earned in the date range, per policy and by policy type.

Premium Written Earned Unearned

Summarizes written, earned and unearned premium as of the date you choose, by policy type and state, for month to date and year to date.

Premium Written

Shows premium written in the date range, per policy and totaled by agent or agency. Useful for new and renewal volume and top-writing agencies.

Inforce Premium

Lists the policies in force on the date you choose, with policy type, state, agency, effective date, status, named insured and in-force premium.

Reinsurance

Reinsurance Received/Recovered

Lists claims that received reinsurance payments in the date range, with reinsurer and contract numbers, retention, reserves, amounts recovered and direct losses paid.

Reinsurance Reserves

Lists claims with outstanding reinsurance reserves and the recoveries received so far, with reinsurer and contract details.

Policy Legal Report By County

Totals coverage limits, in-force premium and policy count by state and county, broken down by line of business, for policies in force on the date you choose.

Underwriting

Inspections Due

Lists policies with an inspection due in the date range, with inspector, inspection dates, property address and status.

Terminated Policies

Lists policies cancelled or expired in the date range and summarizes the reasons.

Uncommitted Policies Revisions

Lists policy revisions saved in the date range but never committed, so they can be committed or cancelled.