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Issued Production Report

The Issued Production report shows production for accounts with Issued status. Use it to review issued account value, estimated revenue, insurance paid and delivered activity, transfers, average case size, households, and production breakdowns.

This report is based on Account Issued Date. Reports based on Application Signed Date can show different totals.

This report is reporting-only. It does not create, edit, issue, pay, deliver, or transfer accounts.

Open the Report

1. In LeadCenter.AI, select Reports in the left sidebar.
2. Open Production.
3. Select Issued Production .

This report updates every 15 minutes, so the latest data may not appear immediately.

Understand the Date Basis

Use the Account Issued Date range to choose the issued-account period you want to review. The report filters issued production by the account issued date.

This date basis is important when comparing production reports:

• Issued Production shows issued accounts only and is filtered by Account Issued Date.
• Pending and Forecasted Production includes issued, pending, forecasted, and canceled accounts and is filtered by Application Signed Date.

Totals can differ between these reports because they use different date bases and account scopes.

Filter the Report

Use the filters at the top of the report to narrow issued production results. The KPI cards, charts, and account list respond to the selected filters.

Available filters and controls include:

• Account Issued Date
• Source
• Insurance Company
• Lead Stage
• Advisor
• Business Type
• Insurance Product Type
• Insurance Product
• AUM Product Type
• AUM Product
• In Sales Pipeline?
• Office Location
• Client Name
• Client Category
• Is New Business?
• Transfers Only
• Lead Tags
• Lead Year
• Amount Issued Category
• Is Replacement?
• Status

Select Reset Filters to clear the selected filters and return the report to its default view.

Review KPI Cards

The KPI cards summarize issued production for the selected report view.

• Amount Issued: Total value of accounts issued in the selected period.
• Estimate Revenue on Issued: Estimated revenue from AUM fees and insurance commissions for accounts within the selected date range.
• Paid: Insurance products only. Total value of accounts with Paid Date set.
• Delivered: Insurance products only. Total value of accounts with Delivery Date set.
• From Transfers: Transfer-related issued production shown in the report.
• AVG Case Size: Total value of accounts issued during the period divided by the number of heads of households.
• Households: Household count shown for the selected report view.

The report also shows Pending, Forecasted, and Current Amount.

Pending, Forecasted, and Current Amount values in this area are based on all time, not the selected Account Issued Date period.

Some KPI cards include previous-year comparison indicators. The report does not expose the comparison period alignment in this article.

Understand Key Production Terms

• Is New Business? is determined by comparing the contact’s Closed At date with the Account Issued Date. If the issue date is within 12 months of the lead Closed At date, it is considered new business; otherwise it is existing business.
• Paid applies to insurance products only. Paid Date is when the client sent funds to the carrier or paid the first premium.
• Delivered applies to insurance products only. Delivery Date is when a policy delivery receipt confirms the insured received and possesses the policy.

The report displays all household family-member accounts.

Review Charts and Analytical Sections

The report includes charts and sections for reviewing issued production by source, business type, advisor, fund source, geography, timeline, lead year, first appointment year, and category.

• Amount by Source
• Amount by Business Type
• Amount by Advisor
• Amount by Fund Source
• Amount Issued by Advisor
• Amount Issued by Business Type
• Amount Issued by State
• Amount Issued by City
• Amounts Timeline
• Amount by Lead Year
• Amount by First Appointment Year
• Amount by Category

In the Amounts Timeline, use the arrows to switch the timeline between month, quarter, or year views.

Review the Account List

The account list contains sensitive contact, contract, account, and financial information. Review and export this data only when appropriate for your role.

The List of Accounts provides account-level detail for the selected report view. A grand total appears for Amount Issued.

The account list includes:

• Contact Id Link
• Account Id
• Contract Number
• First Name
• Last Name
• Advisor
• Business Type
• Product Type
• Contact Created Date
• First Appt. Date
• App Signed Date
• Contact Closed At
• Client Since
• Account Issued Date
• Is New Business
• In Sales Pipeline?
• Lead Stage
• Status
• Lead Category
• Insurance Company
• Insurance Product
• AUM Product
• Source
• Office Location
• Forecasted Date
• Submitted Date
• Ready Date
• Received Date
• Paid Date
• Delivery Date
• Lead Tags
• Amount Issued
• Transfers

Select a Contact Id Link to open the corresponding contact record.

Use Section Controls

Report sections may include controls labeled Sort, Drill up, Drill down, Show applied filters, and Show chart menu.

Download the Report

Select Download (PDF) to download the current report view as a PDF.

Related Articles

• Production Tracking Reports
• How to Use Production Reports
• Filtering Reports
• Exporting Data from Reports