Skip to main content
Mitratech Success Center

INSZoom:-Dependent/Derivative Reporting in Adhoc

This article will help you on how to manage the grouping of the main applicant and their dependents to display together in an AdHoc Report.

Dependent/Derivative Reporting in Adhoc

INSZoom has introduced a new way to manage the grouping of the main applicant and their dependents to display together in an AdHoc Report.

 

First, go to 'Reports' in the main left menu, then 'INSZoom Reports' > 'Reports 3.0':

 

clipboard_e7ad977d76b5005a987e6cfdab0f3bda8.png

 

Next, click on "Adhoc Reports':

 

clipboard_e7d2bc55c76d49ec0932692cca4eb520e.png

 

Click 'Add Template' to create the new Adhoc report.

 

clipboard_e349e65e9ba2bdd18ee6e2cd8614b0768.png

 

In the Output column, find, and select, 'Corporation of Main Applicant', select, and click "Add":

clipboard_ec864148c120be631552dc0911e04269a.png

 

Find and add 'Main BNF ID':

clipboard_ea750c355b0818a3db99c54bd4ca5cdf9.png

Add any other input and output columns that you'd like. Once done editing the template, click 'View Report'. You can choose to select all corporations, including family data, or you can select a specific corporation and select 'Include Relative Data':

 

clipboard_e580708255501935172e8ed84b8fb06cf.png

 

clipboard_e3b5f8d9256bc46854e0e64adc439ba16.png

Go ahead and download the report. You'll see any family members of the main applicant listed as 'Individual Client' and they will have a matching BNF ID as the main applicant: