In this example, we need a PDF report that shows:
- Policy Number
- Quoted Annual Premium
- Quote Create Date
Step 1: Map required data sources
For this report, we need to use the Quotes data sets as the base. This provides the amount of premium that was quoted but didn’t become a bound policy.
The policy status of the revision for a quote is one of the following:
- Unsubmitted
- Submitted
- Quote
- Rejected
Map your data by identifying your report columns and matching them with the relevant data set and corresponding data point.
| Report Column | Data Set | Data point |
|---|---|---|
| Quote Number | Policies | Policy Number |
| Quote Status | Quotes | Quote Status |
| Quote Date | Quotes | Create Date |
| Quoted Premium | Quotes | Quoted Written Premium |
Step 2: Identify required filters
This is a simple report in terms of logic and transformations; the main purpose is to depict the integration with Jinja templates.
Step 3: Create a report
- On the Define your Report screen, select PDF under Choose a Report Type.
- Choose the following data points on the Choose your Data screen.
Rename columns by selecting the existing data point and typing the new one. Select the information icon to see the original data point label.
- On the Design the Template screen, edit the template with Jinja and HTML. The sample code for our .pdf report is shown below.
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="utf-8" />
<title>{{ report_model.name }}</title>
</head>
<body>
<h1>{{ report_model.name }}</h1>
<h2>Quotes {{ end_date.strftime('%m/%d/%Y') }}</h2>
<table style="width:100%">
<tr>
<th>Quote Number</th>
<th>Quote Status</th>
<th>Quoted Date</th>
<th>Quoted Premium</th>
</tr>
{% for _, row in data.iterrows() %}
<tr>
<td>{{ row['Quote Number'] }}</td>
<td>{{ row['Quote Status'] }}</td>
<td>{{ row['Quote Date'] }}</td>
<td>${{ row['Quoted Premium'] }}</td>
</tr>
{% endfor %}
</table>
Date Updated: {{ run_date.strftime('%m/%d/%Y') }}
</body>
</html>
Step 4: Final result
You can access the final report via Attachments in the Reports menu. You will also receive an email with the PDF.
