Report: Policy List Report

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Revision as of 15:00, 27 August 2014 by Mlively (Talk | contribs) (edited categories)
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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.

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

Report Examples

Quotes Not Converted To A Policy

Policy Expiration List