Report: Policy List Report

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Related Pages
Training 7: Management
Related Categories
Reports Policy List Report

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

Report Examples

Policy Expiration List

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.

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