This facility allows you to view and print the following reports (which may or may not be generated by batch runs):
Top Menu |
Sub-menu on the left |
ADMIN STATUS |
- Contribution Reconciliation Status - Bank Reconciliation Status - Contribution Status Report |
AUDIT |
Bank Account - Payment Details Audit - Certificate of Existence - Scheme Update Audit Report - Access Control Report - Employer Address Extract - Home Affairs Verify - Home Affairs Full Extract - Home Affairs - Bank Account Usage - Benefit Payment Bank Account Changes - Policy Changes - Annuity Bank Account Changes - User Validate Bank Accounts - Bank Account Links - Bank account Multiple Payments |
BENEFICIARY FUND |
MI - Member Register - Member Status - Trust Status - Payment History - Payment Status Report - Unpaid Trust Report - Group Fund Trust Report· - Inflows - Outflows - Cash Flow Beneficiary Static Data – Combined Extract - Org Payees - Guardian Payees Expenses - Fees - Fee Sharing - Commission |
GENERAL |
- Termination Notices File - Organisation Units - Marketing Contact Details - Collection Instruction Report - Commission - Commission Summary Report - Data Extract New Exits - SMS Report - Email Report - SAP |
MI MONTHLY |
- Information Reports - Member Information - Quote Analysis - Claim(SR) Analysis - Claim(SR) SLA Analysis - Activity Analysis - Activity Analysis SLA - Exception Reports |
MI WEEKLY |
- MI Dashboard - Claims in Progress - Information Reports - Member Information - Quote Analysis - Claim(SR) Analysis - Claim(SR) SLA Analysis - Activity Analysis - Activity Analysis SLA - Exception Reports |
PRODUCTIVITY |
- Bank Reconciliation Productivity Report - Claims productivity Report - Contributions Productivity Report |
STRUCTURE |
- Branch & Grade Summary - Bank Account |
ENDOWMENT |
- Active Details Report - Inactive Details Report - New Business Details Report - Movements Detail Report |
For a full listing of all reports available from the system, refer to
Supplements
Finding Reports