Certificates/EPI Tracking Report

Use the Certificates/EPI Tracking Report page to enter selection criteria that extracts and sorts Certificate and Evidence of Property Insurance information from your Sagitta system.

The report includes the following Certificate and EPI information:

Creator Code

Client Servicer Code

Certificate/EPI Type Code

Client Division

Client Category Code

Client Code

Client Producer Code

Date of Issue

Client Name

 

Unlike other reports, the Report Select statement does not appear on the cover page of the Certificates/EPI Tracking Report because there can be “multiple” reports included in this report.

How to access this page

To access the Certificates/EPI Tracking Report page:

  1. From the Sagitta Home Page, click Other > Reports > Miscellaneous. You can add this report where you want to when you detail your system.
  1. Select Certificate/EPI Tracking Report.

Selection Options

Report Type – Select the type of report to be run:

  • CertLiab  -- Certificate of Liability Insurance only
  • CertProp – Certificate of Property Insurance only
  • Both Cert’s – Certificates of Liability and Property
  • EpiPers -- Evidence of Property Insurance – Personal only
  • EpiComm -- Evidence of Property Insurance – Commercial only
  • BothEpis -- Evidence of Property Insurance – Personal and Commercial
  • All – Certificates of Property and Liability, and Evidence of Property Personal and Commercial Insurance forms.

If you choose one of the “combined” Report Types – that is, either Both EPIs Both Cert’s or All – for the Selection Options, you cannot select the Export option.

ACORD 25 certificates with a 7/97 version date or older will not be selected if you choose anyone of the following Selection Criteria Options as the client code was never stored on the older versions of the certificate. Only 08/01 versions & newer will be selected.

  • Client Division
  • Client Producer Code
  • Client Servicer Code
  • Client Category Code

If you choose Creator Code and or Certificate/EPI Type Code, all certificate versions are selected.

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Use the Expand All/Collapse All options in this section to open or close all of the multiple selection dialog boxes that follow. Once the text boxes are expanded, you can use the Lookup icon to select from Lookup dialog box that appears.

Creator Codes – the Staff code(s) of the staff member(s) who created the Certificates and/or Evidence of Property forms included in the report. The Staff Code you enter must exist in the Staff file. The Crtor column of the report lists the Staff codes of the staff members who created the Certificate or EPI.

Client Division – the Division number(s) for the clients to include in the report. You can enter one or more divisions. The number you enter must exist in the Company file. The Div column of the report lists the Division number of the clients included in the report.

Client Producer Codes -- the Producer code(s) for the producer(s) to include in this report. Click Lookup to select from a list of all producers. The Producer Code must exist in the Staff Code file. The Prod column of the report lists the Producer code of the producers included in the report.

Client Servicer Codes - the Servicer code(s) for the servicer or CSR for the clients to include in this report. Click Lookup to search for Servicers or CSRs. The Servicer code must be in the Staff Code file. The Serv column of the report lists the Servicer code of the servicers included in the report.

Client Category Codes – the Category code that defines and describes a client or a group of clients in your database. Click Lookup to search for the Category code(s). The Category code must exist in the Categories file. The CatCd column of the report lists the Client Category code of the clients included in the report.

Certificate/EPI Type Codes – the Certificate/EPI Type codes that you want to include or exclude from the report. Click Lookup to search for the Certificate/EPI Type code(s) that you want to include or exclude. The Lookup displays the following options:

  • MP -- Master Print (ACORD 25 only)
  • S -- Sub Cert (ACORD 25 only)/EPI
  • MS -- Template
  • "Blank" -- Blank Type where no codes are listed.

The Type column of the report lists the Type code of the Certificates or EPIs included in the report.

This field works in conjunction with the Equal/Not Equal field beside it.

Equal/Not Equal –– Select Equal to include the Certificate or EPI Type code(s) you entered in the Certificate/EPI Type field in the report. Select Not Equal to exclude the Certificate or EPI Type code(s) you entered in the Certificate/EPI Type field from the report.

Example to exclude Templates and MP (Master Print) type Certificates from the report, select MS and MP in the Certificate/EPI Type Codes text box, and then click Not Equal.

Date Options

Starting Creation Date, Ending Creation Date – enter the date range for the transactions that should appear in the report. You must enter a Starting Creation Date. To narrow the reporting range further, enter an Ending Creation Date. You can select these dates by clicking the Calendar icon. Dates must be in MM/DD/YYYY format.
 

If you...

Then the Creation Date...

Enter a date in both fields

must fall between those dates, inclusively.

Enter a date in the "from" field only

must fall on or after that date.

Enter a date in the "to" field only

must fall on or before that date.

Leave both fields blank

can be any date.

Output Options

These options determine what appears when you print the report.

Beginning Client Code, Ending Client Code – enter the Client Code range for the clients that should appear in the report. You must enter a Beginning Client Code. To further narrow the range of Client codes, enter an Ending Client Code. These are 15-character, alphanumeric fields.

If you...

Then the Client code...

enter a Client code in both fields

must fall between those Client codes, inclusively.

enter a Client code in the "from" field only

must begin with or fall after that Client code.

enter a Client code in the "to" field only.

must equal or precede that Client code.

leave both fields blank

can be any Client code.

Primary Sort -- Select a sort order for the report, or leave blank for None. The sort options are Creator, Producer, and Servicer.

Listing By - Indicate whether items in the report should be listed alphabetically by Client Code or chronologically by Creation Date. This is a required field.

Detail/Summary - Choose either the Detail or Summary version of the report, which shows how many Certificates or EPIs each form creator issued.

  • Detail - The Detail report shows a detailed listing of each transaction according to the selection criteria and sort options you chose.

  • Summary - The Summary report includes Creator Code, No. of Certificates, and No. of EPIs.

Comments – Optional. Enter a description of or other information about the report’s purpose and parameters. The comments entered appear on the user's Home Page if a report is sent to the user via the Overnight Report Process or from a report distribution list. Comments entered appear when you move your mouse over the report name on the Home Page.

Report Output

The report includes the Creator (Crtor) code of the person who created the Certificate or EPI, and the Certificate or EPI number.

If the Report Type selected is All, all Certificate and EPI types (MP, S, and MS) are included in the report.

Master Print (MP) Certificates are included in the report, with no Certificate Holders, because Certificate Holders are not associated with them.

However, if you run the report for All and select MP as the Certificate Type, the report includes the MP record ID. If there is more than one form associated with that ID, the form is displayed.

Print Options bar

The selections available on the Print Options bar vary by report. If you need additional assistance in choosing the appropriate option, see Print Options Bar.

Important Information about Exporting Information

You cannot select the Export option if you have chosen one of the “combined” Report Types – that is, either Both EPIs or All – for the Selection Options.

If you try to use Export with any of the combined options, you will receive the following error message:

“(5661) Combined Report Types may not be exported.”

You can select any of the Report Types when you select Adobe or Screen.

Save and Quit Options

Click

To

Save or Alt + S

store your current selections so they pre-fill the next time you access this Report Selection page. (You must be logged in with the same User ID.)

Quit or Alt + Q

clear any changes you have made since your last Save, without exiting from the page.

 

Use the Default field in the upper right corner of the page to save your current selections as a Default record for the report.