Help - MAS Reports

1. CSP
   This denotes a raw work report. Often, (but not always), any totals will be missing or meaningless. For example Mortgage totals on a CSP0109 report will include written, offered, exchanged and cancelled totals all as one figure.
2. SUM
   These reports provide a summary version of the CSP and will show accurate totals for each stream, (written, offered etc.) but will not show individual cases. These Summaries will also show Notional values in many instances.
3. WRI
   These reports will show detailed information on written cases. Totals may or may not be correct.
4. OFF
   These reports will show detailed information on offered cases. Totals may or may not be correct.
5. EXC
   These reports will show detailed information on exchanged cases. Totals may or may not be correct.
6. CAN
   These reports will show detailed information on cancelled cases. Totals may or may not be correct.
   
   The above 4 codes, WRI, OFF, EXC and CAN may be prefixed with the word SUM. E.g. SUMWRI0107.rtf. This denotes summarised versions of the main report usually showing accurate totals.

The following list of reports are currently available on the cwams website as specified.

1. Divsum109 – (Daily)
   These reports are month-to-date totals of subsidiary/group sales activity performance.
2. 0010 – (Daily)
   Control Registers (Contregs). These reports show cases booked by the MSC during the previous working day. I.e. cases whose cheques and declarations have been received by the MSC.
3. 0109 – (Daily)
   E.g. CSP0109 this report shows sales activity current month to date totalled by consultant within subsidiary.
4. 0108 – (Daily)
   E.g. CSP0108 this report shows sales activity for the previous 7 days totalled by consultant within subsidiary.
5. 0107 – (Daily)
   E.g. CSP0107 this report shows sales activity for the previous working day, totalled by consultant within subsidiary.
6. 0115 – (Daily)
   E.g. CSP0115 this report shows sales activity current month to date totalled by branch within subsidiary.
7. 0114 – (Daily)
   E.g. CSP0114 this report shows sales activity for the previous 7 days totalled by branch within subsidiary.
8. 0113 – (Daily)
   E.g. CSP0113 this report shows sales activity for the previous working day, totalled by branch within subsidiary.
9. 0126 – (Mondays)
   This report shows Presign (Fastrack) cases applied to the MAS System during the current month to date.
10. 0154 – (Daily)
    These reports show the current pipeline, as held on the MAS System by branch within subsidiary.
11. 0158 – (Daily)
    This report is the EDI exception report. Cases sent to MAS more than 3 days previously that have not been followed by Declarations etc.
12. 0159 – (Daily)
    This report shows the cases that have been input into the MAS System via the EDI system for the current day.
13. 0193 – (Daily)
    Reports detailing offered cases where the mortgage offer is more than 90 days old or whose life policies are awaiting onrisk advice for longer than 120 days.
14. 1154 - (Daily)
    These reports show the current pipeline, as held on the MAS System by consultant within subsidiary.