The Product Summary Total Comparison report allows you to compare two product totals side-by-side across your book of business. It highlights differences between totals using a percentage comparison, making it easy to identify gaps, trends, or inconsistencies.
Before You Begin
For a product to appear in this report:
The product’s product line must include both selected Summary Totals
The product must have registers mapped to both Summary Totals
If either condition is not met, the product will not appear in the report.
📌 Note: Swivel is happy to provide guidance, but all final Map Values need to be reviewed and approved by your compliance team.
What This Report Does
This report compares two Product Line Summary Totals (PLSTs)—for example, Total Cash Value vs. Total Surrender Value—across all applicable products.
It helps answer questions like:
Which products have the largest gap between two values?
How does one total compare to another over time?
Which products are excluded due to missing configuration?
Each row displays both totals along with a percentage difference (Δ%), so you can quickly spot meaningful variances.
Practical use cases
Compare Total Cash Value vs. Total Surrender Value
Compare Total Account Value vs. Total Premium Paid
Compare totals across different product lines (e.g., Life vs. Annuity)
How to Access the Report
Open the left-hand navigation
Click Reports
Select Product Summary Total Comparison
📌 Note: If you don’t see this report, your access may be restricted. Contact your admin to confirm your permissions.
Build the Report
Go to the Product Summary Total Comparison Report
Click Filter
From the Compare section choose Summary Total 1 and Summary Total 2
*You cannot select the same total twice
Review the calculation preview in the Equation tile
Click Filter
Options to Customize the Report
You can refine results using:
Dollar ranges (Min / Max)
Percentage difference ranges (Δ%)
Date filters (Opened, Submitted, Issued, Effective, Closed)
Use Contact Filters
Use Product Filters
🔍 Tip: Leave Min $ and Max $ fields and/or Min % and Max % fields blank for no limit
Further Refine (once filtered)
Sort by clicking any column header
Search by product owner or product number
Toggle Hide Archived Products (enabled by default)
Understanding the Results
Summary Widgets
The totals at the top show the sum of each Summary Total across all visible products.
These values update dynamically based on your filters. Below, is the Total Cash Value and Total Surrender Value comparison with no date filter:
Table Columns
Date: Based on selected date type (may show “—” if missing)
Owner: Product owner(s)
Agent of Record: Assigned agent
Institution: Associated institution
Product: Clickable product number
Summary Total 1 / 2: Calculated totals
Δ%: Percentage difference between totals
📌 Note: Δ% is blank when Summary Total 1 = $0 (division by zero).
Export the Report
To export your results:
Click the three-dot menu (⋮) next to Filter
Select Export
Confirm the export
The file downloads as a CSV and includes:
All visible products
Applied filters
Summary totals and percentage differences
🔍 Tip: Large exports may take a few seconds and run in the background.
FAQs & Troubleshooting
Why a Product Might Not Appear?
If a product is missing, check the following:
Both Summary Totals are selected
The product line includes both totals
Registers are mapped to both totals
The product is not archived (or toggle is off)
The date range includes the product
The product meets your filter criteria
Important: Products with a value of $0 will still appear. Missing mappings will not.
Can I compare more than two totals?
No. This report supports comparing two totals at a time. For more complex analysis, export to CSV.
Why is Δ% blank?
Δ% is undefined when Summary Total 1 equals $0.
Do filters save?
Yes. Your filters are saved and restored on your next visit.
Does the export match what I see?
Yes. The CSV reflects your exact filtered view.
Can multiple product lines be included?
Yes—if they share Summary Totals with the same name.
How current is the data?
The report uses the most recent register values and updates on refresh.
What does this mean?
You need to Configure Totals. Click Manage Product Lines and follow the prompts.