Scheduled Reports
Overview
Section titled “Overview”Scheduled reports run automatically on a set frequency and are delivered by email to the recipients you specify. Use them to send weekly commission summaries to managers, monthly retention reports to leadership, or quarterly actuarial reports to carrier contacts — without anyone having to remember to run them manually.
Navigating to Scheduled Reports
Section titled “Navigating to Scheduled Reports”Reports menu with Scheduled Reports highlighted
Go to Reports > Scheduled Reports from the main menu.
Setting Up a New Schedule
Section titled “Setting Up a New Schedule”New scheduled report form showing report type dropdown, filter options, schedule frequency selector, recipient email list, and output format selector
- Click New Schedule.
- Select the Report Type (e.g., Commission, Retention, Hit Ratio).
- Set the filters — product line, state, producer, date range, etc.
- Select the frequency — daily, weekly, monthly, or quarterly.
- Enter the recipient email addresses.
- Select the output format — PDF, Excel, or CSV.
- Click Save and Activate.
The first run will occur at the next scheduled interval.
Managing Existing Schedules
Section titled “Managing Existing Schedules”Scheduled reports list showing each schedule with its report type, frequency, last run date, next run date, and active toggle
From the Scheduled Reports list you can:
- Enable / Disable a schedule using the toggle.
- Edit the schedule to change filters, recipients, or frequency.
- Run Now to trigger an immediate run outside the normal schedule.
- View Log to see the history of past runs and whether they succeeded.
Built-In Automated Jobs
Section titled “Built-In Automated Jobs”In addition to user-configured scheduled reports, LAMS runs several automated jobs in the background:
| Job | When it runs | What it does |
|---|---|---|
| Renewal Solicitations | Every 10 min, 8 AM–9 PM EST | Sends renewal offer emails to producers |
| Payment Reminders | Daily at 7:50 AM | Sends reminders for outstanding payments |
| Follow-Up Emails | Daily, staggered | Sends 10, 30, and 60-day follow-ups |
| License Expiration Alerts | 10 days before expiry | Warns administrators of expiring producer licenses |
| OTI Auto-Processing | Automated | Issues policies where all OTI conditions are met |
| Installment Due Date Check | Automated | Flags installments approaching their due date |