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Analysis reports

What it is for​

Analysis reports are the dashboards that read your portfolio: its regulatory compliance, its key figures, the data held in your plans.

They all work the same way. The steps described on this page apply to any of them — whatever is specific to one report is described on its own page.

Step by step​

Move between reports​

  1. Choose the report type in the menu.
  2. Select the level of your portfolio you want to read the data on.

Adjust the scope​

Filters narrow the report down to what interests you:

  1. Expand the filter.
  2. Choose the value you want — the report updates.
  3. Click the eraser to clear it.

Make the report interactive​

Click a value in the report: everything updates around it. Clicking the same value again clears the selection. The Agency filter works the same way, and the eraser clears the selection.

Export a table as CSV​

  1. Click the three dots at the top right of the table.
  2. Click "Export data".
  3. Choose the format you want.
  4. The file lands in your downloads.

Good to know​

Which reports you can reach depends on what was chosen for your organisation. If one of them does not appear and would be useful to you, speak to your usual contact.

Every dashboard can be downloaded as a PDF, and the tables exported as CSV.

See also​