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Technical Support, Frequently Asked Questions.

Report and Chart work on your existing data. Using Report you can download data in a particular format, and filter it using the search option. In Chart you can view record stability and year-on-year changes, and compare lost renewals against category-based business renewals.
Go to Report and click the tab you need. Enter the filter fields you require and click Search. You can use the Filter By option to sort the results in ascending order. After clicking Search you will see the records that match, and you can export them to Excel or PDF.
Yes. You can change the year to load chart data from a previous year. Select the year under CHART PREPARE FOR YEAR and click Filter Chart. You can also filter by category.