New Accounts Report

The New Accounts Report shows you any new revenue received in the specified date range.  To be classified as 'New Revenue, the Account Number, Name, or Policy Number'- those will have not previously been mapped within PayLogic.  Typically this will be in the form of Upfront Commission or Upfront/Implementation Fees.

Once the policies have been mapped with advisers from the unmapped accounts section, they will start displaying in the New Accounts report.

You can follow the below-mentioned steps to access the New Accounts Report:

1. Go to ‘Reports’

2. From the drop-down menu, click on the New Accounts Report.

3. Select the Product Providers, Statements, and Date Range for the period you wish to generate the report.

4. Click on the submit button.


5. A grid will be displayed showing the new policies received in the particular date range and sitting under which adviser on the basis of different products.

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