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: Policies That Cancelled or Did Not Renew|Policies that Cancelled or Did Not Renew]]
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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 ==
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]]
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[[File:Reports-policylist-nofilters.png]]
== Report Examples ==
 
 
 
[http://www.agencysystems.com/legacy-knowledgebase/item/217-quotes-not-converted-to-a-policy/217-quotes-not-converted-to-a-policy Quotes Not Converted To A Policy]
 
 
 
[http://www.agencysystems.com/component/k2/item/172-policy-expiration-list/172-policy-expiration-list Policy Expiration List]
 

Latest revision as of 20:38, 20 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.

Reports-policylist-nofilters.png