These are the reports in Browse reports, in the order the library shows them. "Counts by" is the date a report's period applies to when you pick dates on the report page or the dashboard.

Reports marked † count the whole firm. Advisers see them greyed out and marked Firm level — needs a manager.

Written

Report	What it shows	Counts by
Adviser league table	Advisers ranked by case volume, value and commission	Case created date
Business report †	Written and completed business value side by side for each adviser, mortgage and protection	Month
Buyer type breakdown	First-time buyers, home movers and remortgages as a share of your business	Case created date
Mortgages written — case detail	One row per written mortgage, with solicitor, account number, property value, valuation and exchange dates and debt consolidation	Written date
Product breakdown	Your mortgage product mix	Case created date
Rate type breakdown	Fixed, variable and tracker as a share of your business	Case created date
Top lenders	The lenders you place the most business with	Case created date
Total written by product †	Written business for each adviser across mortgage, protection and buildings and contents	Written date
Written value & volume	Written business value and number of cases by month	Written date

Completed

Report	What it shows	Counts by
Mortgages completed	Completed mortgage value and number of cases by month	Completion date

Pipeline

Report	What it shows	Counts by
Activity by status group	Cases in each status group	Case created date
Adviser conversion rates	Each adviser's lead conversion and not-proceeding rates, with the counts behind them	Lead date
Conversion rate trend	Leads, conversions and conversion rate by month	Lead date
Fact-find completion by section †	Which fact-find sections clients complete, to spot where they drop off	Fact-find completed date
Fact-find completion trend †	Fact-find sections completed each month	Fact-find completed date
Lender submission funnel †	DIP, illustration and full application submissions, showing where cases sit with lenders	Submission date
Monthly case creation trend	New cases opened each month	Case created date
Mortgage case detail	One row per mortgage case, with adviser, status, buyer and product type and value	Case created date
Remortgage opportunities	Clients due a remortgage, with joint applicant, email, lender, dates and value	Remortgage contact date
Sales pipeline	Active cases at each workflow stage	Case created date
Submission failures by status †	Where lender submissions are failing	Submission date
Submission volume trend †	Lender submissions each month	Submission date
Submissions by lender †	Submission volume by lender	Submission date

Commission and fees

Report	What it shows	Counts by
Commission statement	Commission and fees by adviser	Completion date
Commission trend	Commission earned each month on completed cases	Completion date
Fees & reconciliation	Fee revenue by fee type	Case created date
Fees paid vs unpaid	The share of fees paid	Case created date
Mortgage commission paid — case detail	One row per mortgage case with commission figures, client, adviser, lender and product	Commission paid date

Protection

Report	What it shows	Counts by
Home insurance overview	Home insurance cases and cover by product	Home insurance created date
Mortgage vs Protection	Mortgage cases against how many of those clients hold protection. The protection figures count mortgage cases, not policies	Case created date
Protection case detail	One row per protection case, with client, adviser, status, policy type and product	Protection written date
Protection overview	Protection cases and commission by product	Protection created date
Protection penetration by adviser	Each adviser's share of mortgage cases whose client holds written protection	Completion date
Protection written	Protection policy value and number written by month	Protection written date

Cross-sell and referrals

Report	What it shows	Counts by
Cross-sell conversion †	How many referrals reach a successful outcome	Referral date
Cross-sell failures †	Why referrals failed	Referral date
Cross-sell penetration †	How many cases were referred to each partner	Referral date
Cross-sell referrals	The share of mortgage cases referred to protection	Case created date
Cross-sell volume trend †	Referrals each month, with completed outcomes	Referral date
Smart Currency referrals †	A worklist of Smart Currency Exchange referrals, with contact details, opt-outs and case value	Referral date

Compliance

Report	What it shows	Counts by
KYC compliance †	Pass, fail and in-progress identity checks	Verification started date
New business register — home insurance	One row per buildings and contents policy, with the columns an FCA return needs	Home insurance application date
New business register — mortgages	One row per completed mortgage, with the columns an FCA return needs	Completion date
New business register — protection	One row per protection policy written, with the columns an FCA return needs	Protection written date
PEP / sanctions flags †	Identity checks that flagged a PEP or sanctions match	Verification started date
RMAR summary — home finance	Mortgage transactions and revenue per RMAR category, the figures behind Sections B and H	Completion date
RMAR summary — home insurance	Buildings and contents policies, cover and commission per RMAR category	Home insurance application date
RMAR summary — protection	Protection policies, sum assured and commission per RMAR category	Protection written date
Verification turnaround †	Average time from starting an identity check to its outcome	Verification started date
Verification volume trend †	Identity checks started each month, with the pass rate	Verification started date

Leads and introducers

Report	What it shows	Counts by
Daily lead flow	New leads, conversion and not-proceeding by day	Lead date
Leads by introducer	Leads received and the last lead date for each introducer	Lead date
Mortgage lead flow	Leads, pending pipeline, conversion and not-proceeding for each adviser	Lead date
Valuable client referrers †	The clients who refer the most valuable business, ranked by written value	Written date

Build your own

Report	What it shows	Counts by
Custom report	A blank table to add your own columns to	Case created date

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