Generating an Underwriter Summary Report

Underwriting Contract Mode > Generating Reports in Underwriting Contract Mode > Generating an Underwriter Summary Report

You can generate an Underwriter Summary Report in Underwriting Contract Mode.

For information on what is included in the report and for special considerations, refer to Generating Reports in Underwriting Contract Mode

Procedure

To generate an Underwriter Summary report:

  1. In Underwriting Contract Mode, add or open a contract.
  2. Run any desired underwriting analyses.
  3. In the ]Contract Summary Dashboard, select Reports.

    • If Touchstone has not yet generated any reports for this contract, the Report Settings pane appears.

    • If Touchstone has already generated one or more reports for this contract, a list of generated reports appears. In this case, click Analysis Options to open the Report Settings pane and generate a new report for this contract.

  4. In the Reports area, select Underwriter Summary Report.
  5. If you want to include the results of multiple Detailed Loss Analyses in this Underwriter Summary Report, select the check box.
  6. .In the Underwriter Summary Report Settings pane,specify the desired report settings.
  7. If you chose to include multiple loss results in this Underwriter Summary report, select the desired sets of loss results in the Multiple Loss Results Report pane.
  8. Leave the default report name or enter a new report name.
  9. Click Run