Difference between revisions of "Report: Policy List Report"
Jump to navigation
Jump to search
(initial save) |
(updated screen shot only) |
||
| (6 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
| − | [[Category:Reports]][[Category:Policy | + | [[Category:Reports]][[Category:Policy List Report]] |
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> | <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> | ||
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | <tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | ||
| Line 21: | Line 21: | ||
<ul> | <ul> | ||
<li>[[:Category:Reports|Reports]]</li> | <li>[[:Category:Reports|Reports]]</li> | ||
| − | <li>[[:Category:Policy | + | <li>[[:Category:Policy List Report|Policy List Report]]</li> |
</ul> | </ul> | ||
</td> | </td> | ||
| Line 27: | Line 27: | ||
</table> | </table> | ||
The Policy List Report feature provides a quick-and-easy option for reporting on the most-recent transaction of a policy. | The Policy List Report feature provides a quick-and-easy option for reporting on the most-recent transaction of a policy. | ||
| + | |||
| + | == Report Examples == | ||
| + | [[Report: Policy List Report: Policies That Cancelled or Did Not Renew|Policies that Cancelled or Did Not Renew]] | ||
| + | |||
| + | [[Report: Policy List Report: Policy Expiration List|Policy Expiration List]] | ||
| + | |||
| + | [[Report: Policy List Report: Quotes Not Converted to a Policy|Quotes Not Converted to a Policy]] | ||
== 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: | + | [[File:Reports-policylist-nofilters.png]] |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
Latest revision as of 20:38, 20 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.
