Difference between revisions of "Report: Policy List Report"

Revision as of 15:34, 27 August 2014

The Policy List Report feature provides a quick-and-easy option for reporting on the most-recent transaction of a policy.

The Policy List Reports can be opened by selecting AR -> Policy List Report.

Access to the Policy List Report is controlled through the security system AR -> Policy List Report -> View setting.

Revision as of 15:00, 27 August 2014 (view source) Mlively (Talk \| contribs) (edited categories) ← Older edit		Revision as of 15:34, 27 August 2014 (view source) Mlively (Talk \| contribs) (→‎Report Examples: edited link for internal page) Newer edit →
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	[http://www.agencysystems.com/legacy-knowledgebase/item/217-quotes-not-converted-to-a-policy/217-quotes-not-converted-to-a-policy Quotes Not Converted To A Policy]		[http://www.agencysystems.com/legacy-knowledgebase/item/217-quotes-not-converted-to-a-policy/217-quotes-not-converted-to-a-policy Quotes Not Converted To A Policy]

−	[~~http~~:~~//www.agencysystems.com/component/k2/item/172-policy-expiration-list/172-policy-expiration-list~~ Policy Expiration List]	+	[[Report: Policy List Report: Policy Expiration List\|Policy Expiration List]]