> ## Documentation Index
> Fetch the complete documentation index at: https://docs.korint.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> On-demand and automatic reports

The Korint platform provides comprehensive report generation capabilities to extract business data for analysis, compliance and partner integrations.
Reports can be generated on-demand or on a schedule, and various formats like CSV, JSON and plain text are available.

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## Report Types

### Generic Reports

Standard reports are readily available across all products on deployment.

**Available Generic Reports:**

* **Policy Export**: Complete policy registry with status, dates, and custom attributes
* **Invoice Export**: Financial records including premiums, taxes, fees, and payment status
* **Brokerage Firm Export**: Retail brokerage firms registry with company details and distribution status

**Characteristics:**

* Suitable for most operational and analytical needs
* Filterable via date ranges and covered products
* Configurable column mapping per product

**Use Cases:**

* Monthly financial reconciliation
* Broker performance analysis
* Ad-hoc data exports for accounting teams

### Custom Reports

Custom reports can be developed to suit specific products and partners, or specific requirements.
These address unique business logic or partner data specifications.

**Characteristics:**

* Tailored data transformations and calculations
* Partner-specific formatting conventions (file naming, delimiters, fixed-width columns)

**Use Cases:**

* Daily transmission of new policies to insurance carriers
* Monthly commission payouts to retail brokers
* Integration with third-party systems

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## On-Demand Reports

Users can trigger report generation when they need current data, with filters to scope results to their specific needs.
The platform enforces strict role-based permissions, ensuring users can only access reports relevant to their business role.

For example, you can allow retail brokers to export month-end signed policies for internal tracking
or allow wholesale brokers to pull commission statements to perform monthly broker payouts

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## Scheduled Reports

Automated reports generate on fixed schedules (for eg. daily, weekly, monthly, at any given time) without manual intervention.
The system handles generation, formatting, and delivery to configured destinations.

For example, you can configure monthly policy portfolios exports or daily new business submissions exported directly to a third party platform

Delivery methods features:

* FTP/SFTP upload: Secure file transfer to partner servers
* Multipart upload: Direct API submission to partner systems

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## Export Formats

Reports can be exported in different formats depending on the intended use.

### CSV Format

CSV (Comma-Separated Values) is the primary format for business reports.
This format allows easy data import in spreadsheets and integration with other systems and third parties.

### TXT Format

TXT (Plain Text) is a simple format for human-readable reports.
This format is useful for quick views or more specific integrations.
Some partners may require plain text reports with specific formatting, like fixed-width columns.

### JSON Format

JSON (JavaScript Object Notation) can be used for machine to machine integrations.