Difference between revisions of "Report: Policy List Report: Policies That Cancelled or Did Not Renew"
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Since the [[Report: Policy List Report|policy list report]] will '''only report on the last sequence/transaction for a given policy number''', if a policy has already been renewed, it '''will not''' display on the report. | Since the [[Report: Policy List Report|policy list report]] will '''only report on the last sequence/transaction for a given policy number''', if a policy has already been renewed, it '''will not''' display on the report. | ||
==== Process ==== | ==== Process ==== | ||
| − | #Select ''' | + | #Select '''Reports -> [[Report: Policy List Report|Policy List Report]]'''. |
#Select the desired '''Report By...''' sort method. ''(This is the order of the results)''. | #Select the desired '''Report By...''' sort method. ''(This is the order of the results)''. | ||
#Select '''Date Method -> Expiration Date'''. | #Select '''Date Method -> Expiration Date'''. | ||
| − | #Enter the desired '''Start Date''' and '''End Date'''. ''(Example: for the | + | #Enter the desired '''Start Date''' and '''End Date'''. ''(Example: for policies cancelled the month of March, enter 03/01/2019 to 03/31/2019)'' |
#'''Un-Check''' the following items listed under '''Company Status''': | #'''Un-Check''' the following items listed under '''Company Status''': | ||
#*Renewed | #*Renewed | ||
| Line 38: | Line 38: | ||
#Select '''Policy Type -> Policy'''. | #Select '''Policy Type -> Policy'''. | ||
#Select '''Include Cancelled Policies'''. | #Select '''Include Cancelled Policies'''. | ||
| − | #:[[File: | + | #:[[File:Reports-policylist-cancelled-notrenewed.png]] |
#Enter any additional desired codes for a specific [[Company Profile|company]], [[Class Profile|class]], [[Producer Profile|producer]], [[Department Profile|department]] or any other reporting option. All items are included by default. | #Enter any additional desired codes for a specific [[Company Profile|company]], [[Class Profile|class]], [[Producer Profile|producer]], [[Department Profile|department]] or any other reporting option. All items are included by default. | ||
#Select '''Preview''' or '''Print'''. | #Select '''Preview''' or '''Print'''. | ||
Latest revision as of 20:36, 20 March 2019
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Overview
This article outlines the steps to run a report that shows policies that cancelled or did not renew.
Since the policy list report will only report on the last sequence/transaction for a given policy number, if a policy has already been renewed, it will not display on the report.
Process
- Select Reports -> Policy List Report.
- Select the desired Report By... sort method. (This is the order of the results).
- Select Date Method -> Expiration Date.
- Enter the desired Start Date and End Date. (Example: for policies cancelled the month of March, enter 03/01/2019 to 03/31/2019)
- Un-Check the following items listed under Company Status:
- Renewed
- Replaced
- Select Policy Type -> Policy.
- Select Include Cancelled Policies.
- Enter any additional desired codes for a specific company, class, producer, department or any other reporting option. All items are included by default.
- Select Preview or Print.
