Report: Newton Add-on Reports

Required Software Version: March 2017

Legacy Instructions Available: Click Here

Related Pages

Management Tab Setting Up Your Agency (Users, Profiles, Accounting)

Related Categories

Profiles Reports

A list of add-on reports are now available in addition to the extensive report library available to all Newton by Agency Systems users.

Before You Begin

Access to view the Add-on Reports require the current operator to have the highest Security System level within their operator profile set to level 9.

See: Security System for more information.

Newton Add-ons Screen

1. Log in to Newton by Agency Systems.
2. Select the Management Tab.
3. Select Newton Add-On Reports.

   

4. The Newton Add-ons window will display with the current Agency Code pre-filled.

   

Newton Add-ons Window

• Agency Code: The currently active agency code used to access the add-ons window.
• Date: The date filter used for the List Clients With No Policy History and List Clients With Most Recent Policy X Date Prior to Cutoff Date reports outlined below.
• Output Folder: Destination directory for all reports.

Client

Client: Generate XRef for Production Report

Provides a spreadsheet that contains the client number and several fields the policy production report does not; Source of Business, Territory, the three User Codes, State, AlphaCode, and County. These values can be used to group/total the production report in ways not currently available within the policy report window.

The spreadsheet includes active and inactive clients and prospects.

1. Select the Management Tab.
2. Select Newton Add-On Reports (Requires operator security level of 9.)
3. Select Client -> Generate XRef for Production Report.

See: Report: Client Query Wizard for a more detailed report of clients.

Client: List Clients With No Policy History

Provides a spreadsheet of active clients with no policy history and no activity after the selected date.

1. Select the Management Tab.
2. Select Newton Add-On Reports (Requires operator security level of 9.)
3. Select the activity cut-off Date. (Any client with activity after the selected date is excluded.)
4. Select Client -> List Clients With No Policy History.

Which filters are used to produce the spreadsheet?

• Includes active clients only. (Client Profile -> Client Is Active? -> Yes)
• Includes prospects and clients. (Client Profile -> Client Status -> Client/Prospect)
• Any client with any policy history is excluded.
• Any client with activity after the selected date is excluded.

With assistance from support , the list of results can be automatically changed to inactive.

Client: List Clients With Most Recent Policy X Date Prior to Cutoff Date

X Date = Policy Expiration Date.

Provides a spreadsheet of active clients whose most recent policy expired prior to the selected date.

1. Select the Management Tab.
2. Select Newton Add-On Reports (Requires operator security level of 9.)
3. Select the policy expiration cut-off Date. (Any client with a policy expiring after the selected date is excluded.)
4. Select Client -> List Clients With Most Recent Policy X Date Prior to Cutoff Date.

Which filters are used to produce the spreadsheet?

• Includes active clients only. (Client Profile -> Client Is Active? -> Yes)
• Includes prospects and clients. (Client Profile -> Client Status -> Client/Prospect)
• Excludes clients with policies expiring after the selected date.

With assistance from support, the list of results can be automatically changed to inactive.

Client: Clients by Territory

Creates a text file in the output folder named "ClientTerritory.txt" which provides a listing of clients (Numbers, Names, Phone Number) grouped by Territory.

1. Select the Management Tab.
2. Select Newton Add-On Reports (Requires operator security level of 9.)
3. Select Client -> Clients by Territory.
4. The report will automatically run and open the output file.

Clients without a territory in their client profile are not included.

See: Report: Client Query Wizard for a more detailed report of clients within a specific territory.

Profile Reports

Profile Reports: Chart of Accounts

Provides a complete list of the general ledger chart of accounts, formatted by G/L Type and G/L Sub-Type including Sub-Account Types.

1. Select the Management Tab.
2. Select Newton Add-On Reports (Requires operator security level of 9.)
3. Select Profile Reports -> Chart of Accounts.

See: General Ledger Profile for more information.

Profile Reports: Listing of Broker 1099 Overrides

Provides a list of broker clients with 1099 overrides saved to the client profile.

The 1099 override value is used on the 1099 report in place of a calculated amount.

1. Select the Management Tab.
2. Select Newton Add-On Reports (Requires operator security level of 9.)
3. Select Profile Reports -> Listing of Broker 1099 Overrides.

Which filters are used to produce the spreadsheet?

• Active and inactive brokers are included.
• Vendors are not included.

With assistance from support, the complete list of override amounts can be cleared to 0.00 in a single step.

See: Report: 1099s for more information.

Profile Reports: Master/Sub Company Listing

Provides a complete list of the companies grouped by parent company. Each parent company includes a subgroup of assigned sub-companies (subsidiaries). Inactive companies are listed separately.

1. Select the Management Tab.
2. Select Newton Add-On Reports (Requires operator security level of 9.)
3. Select Profile Reports -> Master/Sub Company Listing.

See: Company Profile - Parent Company for more information.

Profile Reports: Company Contacts

Provides a spreadsheet of active company contacts by company code including contact email addresses. Inactive companies are not included.

1. Select the Management Tab.
2. Select Newton Add-On Reports (Requires operator security level of 9.)
3. Select Profile Reports -> Company Contacts.

See: Company Tab - Contacts for more information.

Profile Reports: Producer Security Listing

Provides a complete list of the producers (operators), sorted by the security level 1-9. Inactive producers are listed separately.

1. Select the Management Tab.
2. Select Newton Add-On Reports (Requires operator security level of 9.)
3. Select Profile Reports -> Producer Security Listing.

See: Producer Profile for more information.

Policy Reports

Policy Reports: Never Invoiced

Provides a list of policies with a term that starts in the selected range which have never been invoiced. Quotes are not included.

1. Select the Management Tab.
2. Select Newton Add-On Reports (Requires operator security level of 9.)
3. Select Policy Reports -> Never Invoiced.
4. Select the policy term effective Starting and Ending Date.
5. Select Run Report.

Policy Reports: Probable Rewrites

Provides a list of policies that are currently entered as new business, but are most likely rewrites of existing policies with a new carrier.

1. Select the Management Tab.
2. Select Newton Add-On Reports (Requires operator security level of 9.)
3. Select Policy Reports -> Probable Rewrites.
4. Select the policy effective term Starting and Ending Date.
5. Select Run Report.

Which filters are used to produce the spreadsheet?

• There is a policy term originating with a transaction whose type is new business. The report uses the Transaction Type, not a specific code since many agencies use multiple transaction codes that are considered "New Business".
• The client has another policy ending +/- 10 days from that policy's origin that is the same class type. The report uses the "Class Type" and "Risk Screen Type" from the Class Code Profile since many agencies use multiple class codes for some lines, such as home or auto.

Accounting

Accounting: Open Months

Creates a text file in the output folder named "OpenMonths.txt" which provides a listing of open months prior to the current month for the selected agency. It is recommended to run this report after completing the month end process to verify all prior months are still closed.

1. Select the Management Tab.
2. Select Newton Add-On Reports (Requires operator security level of 9.)
3. Select Accounting -> Open Months.

Example OpenMonths.txt

Looking at months from 12-01-2010 to 9-1-2015 for Agency Systems
11-2012 is OPEN
01-2015 is OPEN
04-2015 is OPEN

See: Open or Close Month (GL) for more information.

Accounting: Backdated Transactions

Creates a text file in the output folder named "BackDate.txt" which provides a listing of transactions (cash, checks, journals, invoices, vouchers) in the selected period that were backdated to prior months. For example, a cash receipt entered in October 2015, effective in July 2015. The report can be run by transaction effective date or entry date.

Accounting transactions cannot be backdated if prior months are correctly closed during the month end process. The report does not include 0.00 transactions, voided checks or deleted cash receipts.

1. Select the Management Tab.
2. Select Newton Add-On Reports (Requires operator security level of 9.)
3. Select Accounting -> Backdated Transactions.
4. Select the accounting transaction types.
5. Verify the transaction Date Method and Date Range.
6. Select List Items.

   

Example BackDate.txt (Backdated = Number of Days / Number of Months)

Transaction	Effective	Entered		Backdated
-----------	---------	---------	---------
Cash 000066	04/04/2012	08/29/2012	 147/  4
Cash 000067	04/04/2012	08/29/2012	 147/  4

...

Counts of back dated transactions
Cash	Checks	Journals	Invoices	Vouchers
    48	    16	   113		     0		     3