Feature Release Date: 28 December, 2024
With our latest enhancement, you can now view Year-over-Year (YOY) and Year-to-Date (YTD) data across for all Group By options within the Reports Module and on the AMS Dashboard based on total policies or Premium.
Use Case: Track Year-over-Year (YOY) or Year-to-Date (YTD) data by filtering all Group By options within Reports.
To View the Enhancement:
Year-over-Year:
- Navigate to the Reports Module.
- Within the Reports module, select ‘YOY/YTD’ Reports.
- Select Group By and filter the data based on Year-over-Year (YOY) or Year-to-Date (YTD).
- Select the Count.
- Year-over-year data will be shown based on the total policies and premiums for the selected period.
Year-to-Date:
- Click on ‘YTD.
- Select Group By and filter the data based on Year-To-Date (YTD).
- Based on Total Policies & Premium on what you have selected Year-To-Date data will be displayed.
AMS Dashboard:
- Based on the total number of policies or premiums you have selected, view the data as Year-over-Year (YOY) or Year-to-Date (YTD) directly on the AMS Dashboard. 👆
