Report: Policy List Report
Revision as of 19:00, 20 October 2014 by Mlively (Talk | contribs) (→Report Examples: added example)
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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 AR -> Policy List Report.
Access to the Policy List Report is controlled through the security system AR -> Policy List Report -> View setting.
