TAM Reports

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General Introduction

TAM Reports are a very powerful facility for searching the databases in TAM to obtain information which Agency owners need to run their business.

There is a huge number of variations available, and typical uses can include:

  • listing policies due for renewal
  • measuring retention of accounts
  • assessing premium and commission income over a specific period
  • monitoring accuracy of data input
  • marketing mailshots
  • asssessing profitability of Company/Insurer business
  • listing claims
  • analysing claims for loss patterns

The application is accessed, assuming sufficient user administrative rights, via the Reports icon on the left of the Homebase screen. The EXE file may be found via path: \applied\wintam\WINRPTS\WINRPTS.EXE. However users should not be encouraged to access this directly.

Reports

TAM comes with a pre-set suite of Reports called colloquially Canned Reports which offer a basic set of repoting tools for users, with printable outputs, although data can be exported to Microsoft Excel.


Searches

In addition the Application includes a set of Searches which enable users to set criteria for interrogating the various TAM databases in a huge variety of ways. Output is usually to Excel in these cases.


Extra Criteria

Functionality is such that users have immediate access to change basic criteria such as policy types, companies/insurers, date ranges and so on, but an Extra Criteria option is included enabling further drill-down into databases. However this area of the system is not easy to use at first sight because the user is presented with a set of field names and logical functions to be combined to create the additional data query. Some examples of how Extra Criteria can be used are given here: Specific Examples of Reports & Searches


User Defined Reports

TBA


Security Issues

Access to reports is set in TAM's Security Manager.

If a User has access to User Defined Reports but is denied access to Reports, the result is that the User cannot run the User Defined Report.

User has to have access to the types of report that are listed in the Security Equivalence in the User Defined Report that you want them to have access to. They run with criteria selected that they are granted access to. Result = Success - they run the report in User Defined.

If User attempts to run a user defined report with Security Equivalence that is different from the specifics you set up in the previous example, result is that User cannot run report.


Report Errors and Their Fixes

Report Errors and Their Fixes - examples