Setting Conditions in a Report

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Note: This section of the SchemeServe guide takes you through the basic reports and into developing your own reports. To get the most from this section it is highly recommended that you read through each component in order. To help with this we have labelled each section with a number in the “see also” section.

When creating or editing a report it is likely that you will want to set conditions for that report. This is easy to do.

  1. Follow the process for editing or creating a report
  2. Under the General Tab click the + Sign by the Conditions
  3. Add Your Condition
  4. Repeat Steps 2 and 3 for each condition you wish to add
  5. Don't forget to Click Save Changes when you have finished editing or creating the report

An Example Condition:

For a bordereau report for new business you might want to set up conditions as follows:

Record Type is not Adjustment Status is On Cover Insurer (use your Scheme Insurer here) and Scheme is (use your Scheme name here)

  • This gives you only new and renewal business for the date range your report covers
  • This applies to all cases on cover with the insurer and scheme you have selected

Note: You may use as many conditions as you need to thin down your data to deliver a meaningful report. All conditions can be edited or added to at any time during the report editing phase.

Note: Don't forget there is an option during the creating and editing phase to limit who can run a report if the data is particularly sensitive.

Video Tutorial

See Also:

  1. About SchemeServe Reporting
  2. Understanding and Using the Graphical Charts
  3. Listing SchemeServe Reports
  4. Copying an Existing Report
  5. Editing an Existing Report
  6. Creating a New Report
  7. Setting Conditions in a Report
  8. Columns in SchemeServe Reports
  9. Formula Columns
  10. Printing and Running Reports
  11. Exporting Reports
  12. Reviewing Case Data from Reports
  13. Deleting Reports