Difference between revisions of "Report: Policy List Report"
Jump to navigation
Jump to search
(→Report Examples: added example) |
(updated how to access only) |
||
| Line 36: | Line 36: | ||
== Access and Window Options == | == Access and Window Options == | ||
| − | The Policy List Reports can be opened by selecting ''' | + | The Policy List Reports can be opened by selecting '''Reports -> Policy List Report'''. |
Access to the Policy List Report is controlled through the [[Security System|security system]] '''AR -> Policy List Report -> View''' setting. | Access to the Policy List Report is controlled through the [[Security System|security system]] '''AR -> Policy List Report -> View''' setting. | ||
[[File:Menu-pollist.png]] | [[File:Menu-pollist.png]] | ||
Revision as of 18:32, 6 March 2019
| Related Pages |
| Related Categories |
The Policy List Report feature provides a quick-and-easy option for reporting on the most-recent transaction of a policy.
Report Examples
Policies that Cancelled or Did Not Renew
Quotes Not Converted to a Policy
Access and Window Options
The Policy List Reports can be opened by selecting Reports -> Policy List Report.
Access to the Policy List Report is controlled through the security system AR -> Policy List Report -> View setting.
