New (System Reports Endowment Active Details Report)

Sub-Product

Select a Sub-Product from the drop-down list of schemes with a type of Product of ENDOWMENT.

Note:

The default is ALL.

Optional

Distribution Channel

Select from a drop-down list of Intermediary Groups linked to the Sub-Product, or select All.

Note:

Values will only be displayed for selection when a Sub-Product has been selected.

Optional

Date Type

Click the appropriate radio button to indicate whether the Finalised Date or the Commencement Date must be used.

Note:

The system default is Finalised Date.

From Date

The date from which data must be extracted. 

Note:

The system default is the current date.

This field is mandatory, and a date must be captured.

To Date

The date to which data must be extracted. 

Note:

The system default is the current date.

This field is mandatory, and a date must be captured

Group By

Click the appropriate radio button to indicate what the report must be grouped by.

- Summary per Product

- Summary per Sub-product

- Summary per Distribution Channel

- Summary per Branch

- Summary per Consultant

Note:

The system default is Summary per Product.