Reporting categories on the Team tab

The reporting categories provided with PolicyCenter are:

Summary – View summary statistics of each group’s activities, submissions, renewals, and other policy transactions.
Activities – View activities for a group or user.
Submissions – View submissions for a group or user.
Renewals – View renewals for a group or user.
Other Policy Transactions – View other works orders, including policy changes, cancellations, reinstatements, renewals, and audits, for a group or user.

The summary reporting category displays totals calculated for each policy transaction and activity for each user in each group. Totals are also computed for invalid user-group pairs where the user has changed groups since the creation and assignment of that policy transaction or activity. Finally, activity count calculations are performed for queues belonging to a group but nothing else since the others cannot be assigned to a queue.

For activities, you can assign one or more items to another user, group, or queue. For policy transactions, you can assign a policy transaction role to a user on one or more items. You cannot reassign the Creator policy transaction role.