Reporting

In this section, you define additional query functions to enable execution users to review results.

Once the Insurance Profitability and Cost Management calculation has been executed, the following review and reporting activities can be run:

  • Profit Distribution by Company

    This Query function is used to provide read data access to the Profit and Loss results.

  • Review Results per Company – Without Intercompany Transaction

    This Query function is used to provide read data access to the Insurance Profitability and Cost Management results at company level with granular data grid results.

  • Cost Assignment to LOB

    This Query function is used to provide read data access to the Insurance Profitability and Cost Management results at line of business level, comparing the operating and corporate cost center.

  • Profit Breakdown per Channel and Insurance Coverage

    This Query function is used to provide read data access to the Insurance Profitability and Cost Management results at insurance coverage and channel level, comparing the operating and corporate cost center.

  • Profitability by Channel

    This Query function is used to provide read data access to the profitability at channel level.

    No selections are applied to any of the fields configured in the query.

  • Profit Share by LOB

    This Query function is used to provide read data access to the Profit and Loss results at company and line of business level.

  • Overall Net Profit Margin for QR [%]

    This Query function is used to provide read data access to the overall net profit margin.

  • Net Profit Margin [%] per Company and LOB

    This Query function is used to provide read data access to the calculated net profit margin at company and LOB level.

    No selections are applied to any of the fields configured in the query.

Procedure

Follow the steps below to see the available fields of the Query functions listed above:

  1. Expand the Reporting node in the navigation structure on the left-hand side of the screen.

  2. Choose the function that you want to open.

  3. Choose the Sheet Definition tab on the right-hand side of the screen.

  4. In the Columns and Rows sections, you can find all fields that are preconfigured for the selected report.

  5. In the Free section, the system displays all free fields that are also available for this report.