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Group By Reporting

The Group By feature enhances reporting by allowing you to organize policy and annuity data by a single category (such as Carrier, Agent, or Policy Status). It automatically calculates totals like policy count, premium, and values, helping you analyze data more efficiently and reduce manual effort.

Enabling Group By

The Group By toggle is located next to the search bar.

  • Turn ON to display the Group By dropdown
  • Turn OFF to hide the grouping options


 

Select a Group By Option

Once the toggle is enabled:

  • Use the Group By dropdown to select a category
  • Click Apply (button remains disabled until a selection is made)

Available Group By Options:

  • Carrier
  • Owner Type
  • Agent Region
  • Sub Region
  • Sub Region Code
  • Branch
  • Branch Code
  • Product Type
  • General Agency
  • Agent
  • Premium Due
  • Policy Status
  • Anniversary Date

Grouped Report View

After applying a grouping option:

  • Data is organized into summary rows showing:
    • Policy Count
    • Death Benefit (total)
    • Cash Value (total)
    • Surrender Value (total)
    • Premium (total)
  • Groups are collapsed by default
  • Click a group to expand and view policy-level details

Save and Share Reports

  • Report configurations can be saved for reuse
  • Use the "Include Group By" checkbox when saving:
    • Check --> grouping is shared with other users
    • Unchecked --> grouping is not shared

Limitations

  • Only one grouping level is supported
  • Summary layout and totals cannot be customized