Difference between revisions of "Report: Policy List Report"

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(→‎Report Examples: added example)
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== Access and Window Options ==
 
== Access and Window Options ==
The Policy List Reports can be opened by selecting '''AR -> Policy List Report'''.
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The Policy List Reports can be opened by selecting '''Reports -> Policy List Report'''.
  
 
Access to the Policy List Report is controlled through the [[Security System|security system]] '''AR -> Policy List Report -> View''' setting.
 
Access to the Policy List Report is controlled through the [[Security System|security system]] '''AR -> Policy List Report -> View''' setting.
  
 
[[File:Menu-pollist.png]]
 
[[File:Menu-pollist.png]]

Revision as of 18:32, 6 March 2019

Related Pages
Related Categories

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

Policy Expiration List

Quotes Not Converted to a Policy

Access and Window Options

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

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

Menu-pollist.png