Difference between revisions of "Report: Policy List Report: Quotes Not Converted to a Policy"
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Since the [[Report: Policy List Report|policy list report]] will '''only report on the last sequence/transaction for a given policy number''', if a quote has already been converted, it '''will not''' display on the report. | Since the [[Report: Policy List Report|policy list report]] will '''only report on the last sequence/transaction for a given policy number''', if a quote has already been converted, it '''will not''' display on the report. | ||
==== Process ==== | ==== Process ==== | ||
| − | #Select ''' | + | #Select '''Reports -> [[Report: Policy List Report|Policy List Report]]'''. |
#Select the desired '''Report By...''' sort method. ''(This is the order of the results)''. | #Select the desired '''Report By...''' sort method. ''(This is the order of the results)''. | ||
#Select '''Date Method -> Effective Date'''. | #Select '''Date Method -> Effective Date'''. | ||
Revision as of 18:34, 6 March 2019
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Overview
This article outlines the steps to run a report that shows quotes that have not been converted to a policy.
Since the policy list report will only report on the last sequence/transaction for a given policy number, if a quote has already been converted, it will not display on the report.
Process
- Select Reports -> Policy List Report.
- Select the desired Report By... sort method. (This is the order of the results).
- Select Date Method -> Effective Date.
- Enter the desired Start Date and End Date. (Example: for all 01-2014 to 06-2014 effective quotes enter 01/01/2014 to 06/30/2014)
- Un-Check the following items listed under Company Status:
- Renewed
- Replaced
- Select Policy Type -> Quote
- Enter any additional desired codes for a specific company, class, producer, department or any other reporting option. All items are included by default.
- Select Preview or Print.
