To filter this report down from displaying everything you have permission to see with your account to something more refined, you can open the filter menu by selecting the title of the report. Hovering your cursor over the title displays a hover note that says "Click here to open the filter menu".

Within the filter menu, there are several ways you can drill into the data on the dashboard:

• Client Name: This is the highest level entity. For those with several accounts with different clients, this filter allows the selection of individual clients.
• Project Hierarchy: This filter displays all projects and any subprojects according to account permissions.
• Requirement Name: This filters the dashboard by specific sets of requirements assigned to contracts.
• Contract Status: The dashboard by default includes contracts that are also closed out. This allows filtering those contracts out.
• Client Account Associate/Client Account Manager: Administration Staff Team filters, set at the Client level.
• Project Account Associate/Project Account Manager: Administration Staff Team filters, set at the Project level.

All filters influence each other as well as the dashboard. If a Client is selected, only the Projects underneath that Client will appear in the dropdown menu.

To close the menu and apply the selected filters, click anywhere in the shaded space.

Top 15 Renewal Dates Over the Next Year

• Displays a timeline of the dates over the next year with highest volume of renewals expected, based on policy expiration dates.

# of Policies Expiring in the Next 60 Days

• Displays a timeline of dates over the next two months for a quick glance at the upcoming expected volume of renewals.

Contract Request Count

• Displays the number of requests a company has received in order of highest overall count, grouped by contract. This graph only displays companies with contracts that have received at least five requests.

Deficiency Breakdown

• Displays individual items causing non-compliance as a percentage of how many deficient contracts are having trouble providing that item. Color grouped by policy or area of the certificate.

Most Used Requirements

• Displays the top five requirements assigned to all contracts for a breakdown of contract type distribution.

Deficient/Compliant Endorsements

• A breakdown of how many contracts are compliant or deficient for the requested endorsements/exclusions.

Deficient/Compliant Other Policies

• A breakdown of how many contracts are compliant or deficient for the requested policies other than the standard General Liability, Auto Liability, Excess/Umbrella Liability, and Workers' Compensation and Employers' Liability.

Outside the overview of the numbers, accessing the Details Table within the report is a good way to drill into what is making up these totals. To open the details table, click on the "i" information icon to the right of the contract counts. Hovering over it with your cursor will display a hover note that says "Click here to open the details table".

The Details Table displays a list of all contracts applicable to the given filters with several key details. Please note: only active contracts display in this table. Inactive contracts are intentionally filtered out in this view only.

Hyperlink

• To navigate to a specific contract within the hierarchy itself, there is a hyperlink embedded into the table that will open the contract in a new tab. For WrapSheet users, this link is on the Contract Name field. For Administrative Staff, this link is on the Contract ID field.

Start Date

• If this information has been provided, the start date for the contract will display here.

Compliance Status

• This indicates if a contract is "Compliant" (has provided all insurance items) or "Deficient" (has not provided all insurance items). In addition, compliant contracts are highlighted green, whereas deficient contracts that have received more than 3 requests will display in red text with a Red Flag icon. Deficient contracts that have received less than 3 requests are shown in blue text.

OK to Work Status

• This indicates if a contract has provided enough of the required insurance items to be allowed to work on site. This is configured within each individual set of requirements (for more details on this, see this set of help articles). If a contract is "OK to Work", that wording will display in black text. If a contract is "Not OK to Work", that wording will display in red text.

Assigned Requirement

• This is the name of the set of requirements assigned to the contract.

Requests Disabled Until

• If for some reason email requests for insurance information were disabled for a period of time, the date requests will resume will display here.

Review Needed

• If a deficient contract has had insurance documentation submitted but has not yet been reviewed for compliance, a Star icon will show in this column.