Difference between revisions of "Report: Policy List Report"
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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. | ||
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| + | == Report Examples == | ||
| + | [[Report: Policy List Report: Policies That Cancelled or Did Not Renew|Policies that Cancelled or Did Not Renew]] | ||
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| + | [[Report: Policy List Report: Policy Expiration List|Policy Expiration List]] | ||
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| + | [[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]] |
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Latest revision as of 20:38, 20 March 2019
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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.
