Skip to main content

New Report Configuration

Quick guidde​

Analysis Configuration enables administrators to define the analytical structure used across reports and KPI analysis within the What-If platform. Each configuration is built through a guided workflow: selecting a product, choosing a report type, naming the configuration, and mapping the relevant risks, coverages, or attributes. Configurations are reusable and can be applied across multiple scenarios.

Administrators can:

  • Create new analysis configurations
  • Select products and report types (Risk, Coverage, Rate, or Policy Insights)
  • Define report names and descriptions
  • Map risks, coverages, and attributes with applicable value lists
  • Preview and save configurations before use

Open Analysis Configuration​

Click "Analysis Configuration" in the top navigation bar to access the analysis settings section within the What-If admin panel.

Open Analysis Configuration

Create a New Analysis Configuration​

Click "Add Analysis Configuration" to begin creating a new analysis. This opens the configuration workflow and allows you to define the required settings.

Create a New Analysis Configuration

Select Product for Analysis​

Open the Product drop-down menu and select the product for which you wish to configure the analysis. The available configuration options will update based on your selected product.

Select Product for Analysis

Choose a Report Type​

Select the report type that best aligns with your analysis requirements. The report type determines the configuration options and settings available in the subsequent steps. Click "Next" to proceed to the Configuration page.

Choose a Report Type

Configure Risk Analysis​

Select Risk from the list of report types.

Configure Risk Analysis

Click "Next" to proceed to the Configuration page.

Configure Risk Analysis