Download Report

The Download Report includes important information about each of your processed downloads. This report enables you to review your processed downloads to confirm that they have been received from all carriers that you are expecting transactions from, and to verify that downloads are matched and processed as needed.

See Carrier Downloads Overview for more information about downloads.

Running a new Download Report

As downloads are processed by HawkSoft, they are added to the Download Report. You can run a download report for yesterday, last weekend, or for a custom date range.

Click + New Report .
Select a report with your desired time frame.

The Download Activity report returns all downloads that were processed within a custom date range.

The Download Activity for Last Weekend report returns all downloads that were processed during Saturday and Sunday of the previous week.

By default, the name of the new report is "Download Activity [today's date]".
Optional: Give the report a custom name in the Report Title field.

HawkSoft recommends limiting the date range of your report. Longer date ranges can significantly increase the time to run a report and to interact with it. If you need to run a report covering large date ranges, consider running multiple reports in 1-month increments.
Click Run Report.

The report opens in a new web browser tab and your report is automatically listed on Recent Reports.
Review the download report data.

See Customize, Summarize, and Filter Report Data and Saving and Sharing Report Data for more information on filtering the completed report, changing the columns displayed, exporting to CSV, and other actions you can perform on a completed report.

See Columns in the Download Report below for information about the default columns on the download report.

Reviewing the Download Report

It is important to review the Download Report to confirm that downloads are received from all carriers that you are expecting transactions from, and to verify that downloads are matched and processed as needed.

The Download Report indicates what downloads have been received, and whether they have been matched to policies or sent to Unmatched Downloads.

How downloads are matched

When possible, HawkSoft automatically matches downloads to a policy on a client, and then processes the download according to your Download Rules. Depending on the type of download, the matching criteria is slightly different.

If a matching policy is not found, the download is sent to the Unmatched Downloads to be manually matched and processed.

Once matched, depending on your configuration in Download Task Rules, downloads can create a Task for a selected user to review.

See Download Rules for more information.

Columns in the Download Report

The following data columns are available when reviewing your download report:

Column Heading Description

Customer ID
This indicates the Client ID number of the file that was matched with the download.

If "00000000" is displayed, the download was not matched to a client when processed.

Client Name
Displays the named insured(s) listed on the carrier download.

Received The date the download was received in HawkSoft.

Transaction Type The purpose of the downloaded transaction. For example: New Business, Cancellation, or Endorsement. Some carriers may also send Direct Bill Commission Statements via download.

Item Type Indicates the general type of the download, for example Policy (policy updates) or Claim (claims information).

Carrier The carrier that wrote the policy.

Writing Carrier / NAIC The NAIC code for the writing carrier listed on the carrier download.

Processed Indicates whether the download has been completely processed. "Yes" indicates it has completed processing, "No" indicates that it is either still queued for processing or that it is awaiting user input in Unmatched Downloads.

Processed Date The date the download was processed by HawkSoft.

Effective Date The date the downloaded transaction takes effect on the policy. Example: the date a policy will renew.

Holding For Effective Date
For Renewal/Endorsement transactions, HawkSoft will delay processing of the renewal/endorsement until the effective date of the term or transaction.

Holding - If a renewal or endorsement with a future effective date has been matched to a policy, but will not update until the effective date on the download, this field will say "Yes".

Processed - If the renewal/endorsement is applied immediately because it is not future-dated, or for non-applicable transaction types, this field will say "No".

Unmatched
If the download was sent to Unmatched Downloads, because it was not successfully matched to a policy, or successfully created a policy, this says "Yes".

If the download was matched to a policy, or created a policy due to auto-create setting in Download Rules, this is blank.

Matched By Initials of the user who matched the download to a policy. <D> indicates the HawkSoft download process matched this download.

Matched By Name Name of the user who matched the download to a policy. "Downloads" indicates the HawkSoft download process matched this download.

Match Date Date that the download was matched to a policy by a user. Will be blank in the case of system matches, being the same as the processed date.

LOB The line of business of the policy on the download.

Policy Number The policy number as it appears on the carrier download. HawkSoft uses the policy number to automatically match downloaded transactions to their respective policies.

Transaction Date The date the transaction was processed by the carrier.

Premium The total premium associated with this downloaded transaction.

Premium Changed $ The dollar amount ($) change of a downloaded policy premium compared to the previous download for that policy.

Premium Changed % The percent (%) change of a downloaded policy premium compared to the previous download for that policy.

Agent 1/2/3 The initials of the Agent entered for this policy.

Agent 1/2/3 Name The name of the Agent entered for this policy.

Policy Office Indicates the office assigned to the policy matched to the download.

Claim # For claims, the claim number listed on the carrier download.

Claim Status The status of a claim, as listed on the carrier download

Claim Status Date The date the claim status changed to its current state.

Claim Reported Date The date the claim was reported.

Claim Loss Date Date of the loss on the claim.

Claim Loss $ The dollar amount of the loss on the claim.

Producer The initials of the producer listed on the client that the download was matched to.

Producer Name The name of the producer listed on the client that the download was matched to.

Processed Mode
Indicates the result of processing the download:

Use Existing policy - The download was matched to a policy already on the client.

Create New Client/Policy - A new client and/or policy was created from the download.

<Unknown> - The download has not yet completed processing.

Policy Index The number of the policy tab on the client that the download was matched to.

Mailing Address First line of client's mailing address, as indicated on the carrier download.

Mailing Address 2 Second line of client's mailing address, as indicated on the carrier download.

Mailing City City of client's mailing address, as indicated on the carrier download.

Mailing State State of client's mailing address, as indicated on the carrier download.

Mailing Zip Zip code of client's mailing address, as indicated on the carrier download.

Corrected Indicates whether HawkSoft found an address to correct when processing the download.

Corrected Address
HawkSoft will read the mailing address on the carrier download, then will look it up with the United States Postal Service to ensure the address is complete and correctly formatted.

First line of client's mailing address, as returned from HawkSoft's USPS lookup.

Corrected Address 2 Second line of client's mailing address, as returned from HawkSoft's USPS lookup.

Corrected Address City City of client's mailing address, as returned from HawkSoft's USPS lookup.

CorrectedAddress State State of client's mailing address, as returned from HawkSoft's USPS lookup.

Corrected Address Zip Zip code of client's mailing address, as returned from HawkSoft's USPS lookup.

Client Office Indicates the office assigned to the client file that the matched policy is attached to.

CSR The initials of the CSR listed on the client that the download was matched to.

CSR Name The name of the CSR listed on the client that the download was matched to.

Claim Exp. Date Date the claim expires.

Address Changed Was the address information on the client updated when the download was processed?

Tasks Processed Yes/No: Did HawkSoft process any tasks related to this download?

# Tasks Created Number of tasks created from processing this download, based on Download Task Rules.

Do Not Process
This will generally show "No" under normal circumstances.

Download issues identified by HawkSoft may result in downloads being switched to a "held" state which would cause this field to show "Yes". If you see a Yes in this column, please contact our Product Support team for more information.

Do Not Process By The initials of the user who authorized the "held" state.

Policy Type Routing Code P indicates the download is for a personal policy, C indicates a commercial policy.

Do Not Process By Name The name of the user who authorized the "held" state.

IBM The IVANS IBM/Machine address of the sending carrier.

Item ID The identifier for the specific download sent from the carrier via IVANS.

Batch ID The identifier for the batch of downloads this was a part of, sent from the carrier via IVANS.

Column Heading	Description
Customer ID	This indicates the Client ID number of the file that was matched with the download. If "00000000" is displayed, the download was not matched to a client when processed.
Client Name	Displays the named insured(s) listed on the carrier download.
Received	The date the download was received in HawkSoft.
Transaction Type	The purpose of the downloaded transaction. For example: New Business, Cancellation, or Endorsement. Some carriers may also send Direct Bill Commission Statements via download.
Item Type	Indicates the general type of the download, for example Policy (policy updates) or Claim (claims information).
Carrier	The carrier that wrote the policy.
Writing Carrier / NAIC	The NAIC code for the writing carrier listed on the carrier download.
Processed	Indicates whether the download has been completely processed. "Yes" indicates it has completed processing, "No" indicates that it is either still queued for processing or that it is awaiting user input in Unmatched Downloads.
Processed Date	The date the download was processed by HawkSoft.
Effective Date	The date the downloaded transaction takes effect on the policy. Example: the date a policy will renew.
Holding For Effective Date	For Renewal/Endorsement transactions, HawkSoft will delay processing of the renewal/endorsement until the effective date of the term or transaction. Holding - If a renewal or endorsement with a future effective date has been matched to a policy, but will not update until the effective date on the download, this field will say "Yes". Processed - If the renewal/endorsement is applied immediately because it is not future-dated, or for non-applicable transaction types, this field will say "No".
Unmatched	If the download was sent to Unmatched Downloads, because it was not successfully matched to a policy, or successfully created a policy, this says "Yes". If the download was matched to a policy, or created a policy due to auto-create setting in Download Rules, this is blank.
Matched By	Initials of the user who matched the download to a policy. <D> indicates the HawkSoft download process matched this download.
Matched By Name	Name of the user who matched the download to a policy. "Downloads" indicates the HawkSoft download process matched this download.
Match Date	Date that the download was matched to a policy by a user. Will be blank in the case of system matches, being the same as the processed date.
LOB	The line of business of the policy on the download.
Policy Number	The policy number as it appears on the carrier download. HawkSoft uses the policy number to automatically match downloaded transactions to their respective policies.
Transaction Date	The date the transaction was processed by the carrier.
Premium	The total premium associated with this downloaded transaction.
Premium Changed $	The dollar amount ($) change of a downloaded policy premium compared to the previous download for that policy.
Premium Changed %	The percent (%) change of a downloaded policy premium compared to the previous download for that policy.
Agent 1/2/3	The initials of the Agent entered for this policy.
Agent 1/2/3 Name	The name of the Agent entered for this policy.
Policy Office	Indicates the office assigned to the policy matched to the download.
Claim #	For claims, the claim number listed on the carrier download.
Claim Status	The status of a claim, as listed on the carrier download
Claim Status Date	The date the claim status changed to its current state.
Claim Reported Date	The date the claim was reported.
Claim Loss Date	Date of the loss on the claim.
Claim Loss $	The dollar amount of the loss on the claim.
Producer	The initials of the producer listed on the client that the download was matched to.
Producer Name	The name of the producer listed on the client that the download was matched to.
Processed Mode	Indicates the result of processing the download: Use Existing policy - The download was matched to a policy already on the client. Create New Client/Policy - A new client and/or policy was created from the download. <Unknown> - The download has not yet completed processing.
Policy Index	The number of the policy tab on the client that the download was matched to.
Mailing Address	First line of client's mailing address, as indicated on the carrier download.
Mailing Address 2	Second line of client's mailing address, as indicated on the carrier download.
Mailing City	City of client's mailing address, as indicated on the carrier download.
Mailing State	State of client's mailing address, as indicated on the carrier download.
Mailing Zip	Zip code of client's mailing address, as indicated on the carrier download.
Corrected	Indicates whether HawkSoft found an address to correct when processing the download.
Corrected Address	HawkSoft will read the mailing address on the carrier download, then will look it up with the United States Postal Service to ensure the address is complete and correctly formatted. First line of client's mailing address, as returned from HawkSoft's USPS lookup.
Corrected Address 2	Second line of client's mailing address, as returned from HawkSoft's USPS lookup.
Corrected Address City	City of client's mailing address, as returned from HawkSoft's USPS lookup.
CorrectedAddress State	State of client's mailing address, as returned from HawkSoft's USPS lookup.
Corrected Address Zip	Zip code of client's mailing address, as returned from HawkSoft's USPS lookup.
Client Office	Indicates the office assigned to the client file that the matched policy is attached to.
CSR	The initials of the CSR listed on the client that the download was matched to.
CSR Name	The name of the CSR listed on the client that the download was matched to.
Claim Exp. Date	Date the claim expires.
Address Changed	Was the address information on the client updated when the download was processed?
Tasks Processed	Yes/No: Did HawkSoft process any tasks related to this download?
# Tasks Created	Number of tasks created from processing this download, based on Download Task Rules.
Do Not Process	This will generally show "No" under normal circumstances. Download issues identified by HawkSoft may result in downloads being switched to a "held" state which would cause this field to show "Yes". If you see a Yes in this column, please contact our Product Support team for more information.
Do Not Process By	The initials of the user who authorized the "held" state.
Policy Type Routing Code	P indicates the download is for a personal policy, C indicates a commercial policy.
Do Not Process By Name	The name of the user who authorized the "held" state.
IBM	The IVANS IBM/Machine address of the sending carrier.
Item ID	The identifier for the specific download sent from the carrier via IVANS.
Batch ID	The identifier for the batch of downloads this was a part of, sent from the carrier via IVANS.

Recent Reports

Reports ran in the past 7 days are listed under . You can View, Save, Share, Save as 1-Click Report, Rename, or Delete recent reports.

After opening a recent report, you can click ⟳ Re-sync report data to run a fresh copy of your current report, keeping the same columns.

You can select any number of reports on the Recent Reports list using the checkboxes, then click to delete them from the list. Recent reports are also automatically deleted 7 days after the date created.

To save reports for a longer period or save them as 1-Click Reports, see 1-Click Reports.