Reports Overview (System Reports)

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