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: 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 == | ||
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[[File:Menu-pollist.png]] | [[File:Menu-pollist.png]] | ||
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Revision as of 13:41, 9 September 2014
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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
Quotes Not Converted to a Policy
Access and Window Options
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.
