How PolicyCenter calculates reporting categories
The following tables describes how PolicyCenter calculates which activities, jobs, or policy transactions appear in each reporting category depending upon the window. PolicyCenter calculates the status when it runs the Team Screens batch process. The Team tab displays the time that the batch process ran in the Calculated on field.
Activities with a One Day Window Example
The Calculation column in the following table describes how PolicyCenter calculates the status for each activity in the Activities reporting category.
The Example column describes which activities will be included. The example assumes that the statistics were last calculated at July 11 10:54 a.m. and that the activities window is one day.
Status |
Calculation |
Example |
|---|---|---|
Open |
Activity with open status |
Includes any open activity. The window does not apply. |
Overdue |
Activity with open status and target date on or before the start of the window. |
Includes an open activity due on or before July 10 10:54 a.m. |
Completed |
Activity with completed status and close date on or after to the window start date. |
Includes an activity completed between July 10 10:54 a.m. and calculating the statistics. |
Submissions with a This Week Window Example
The default window size for activities and policy transactions is this week.
The Calculation column in the following table describes how PolicyCenter calculates the status for each submission in the Submission by User reporting category.
The Example column describes which submissions will be included. The example assumes that the statistics were last calculated at July 11 10:54 a.m. and that the submissions window is this week. The July 11 date is a Friday. In the base configuration, the end of the business week is Friday at 5:00 p.m. Therefore, the business week started on Friday, July 4 at 5:00 p.m.
Status |
Calculation |
Example |
|---|---|---|
Open |
The job close date field is not set. |
Includes any open submission. The window does not apply. |
New |
The job close date is not set, and the job create time is on or after the window start date. |
Includes a submission if it was created between July 4 5:00 p.m. and calculating the statistics. |
Bound |
Any policy period associated with the job has a non-null model number. The job close date is on or after the window start date. |
Includes a submission bound between July 4 5:00 p.m. and calculating the statistics. |
Renewals with a This Month Window Example
The Calculation column in the following table describes how PolicyCenter calculates the status for each renewal in the Renewals by User reporting category.
The Example column describes which renewals will be included. The example assumes that the statistics were last calculated at July 11 10:54 a.m. and that the renewal window is this month. The month started on July 1 at 12:00 a.m.
Status |
Calculation |
Example |
|---|---|---|
Open |
The job close date field is not set. |
Includes any open renewal for this user. The window does not apply. |
New |
The job close date is not set, and the job create time is on or after the window start date. |
Includes a renewal created between July 1 12:00 a.m. and calculating the statistics. |
Renewed |
Any policy period associated with the job has a non-null model number. The job close date is on or after the window start date. |
Includes a renewal issued between July 1 12:00 a.m. and calculating the statistics. |
Non-Renewed |
Any policy period on the job is locked and the status field is non-renewed. Also, the job close date is on or after the window start date. |
Includes a renewal non-renewed between July 1 12:00 a.m. and calculating the statistics. |
Not-Taken |
Any policy period on the job is locked and the status field is not taken. Also, the job close date is on or after the window start date. |
Includes a renewal not taken between July 1 12:00 a.m. and calculating the statistics. |
Other Policy Transactions
The Other policy transactions category includes cancellations, reinstatements, policy changes, rewrites, rewrite new accounts, and audit jobs.
The Calculation column in the following table describes how PolicyCenter calculates the status for each policy transaction in the Other policy transactions reporting category.
Status |
Calculation |
|---|---|
Open |
The job close date field is not set. |
New |
The job close date is not set, and the job create time is on or after the window start date. |
Approved |
Any policy period associated with the job has a non-null model number. The job close date is on or after the window start date. |