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 ==
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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 ==
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[[File:Menu-pollist.png]]
 
[[File:Menu-pollist.png]]
== Report Examples ==
 
[[Report: Policy List Report: Policy Expiration List|Policy Expiration List]]
 
 
[[Report: Policy List Report: Quotes Not Converted to a Policy|Quotes Not Converted to a Policy]]
 

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

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.

Menu-pollist.png