Difference between revisions of "Report: Policy List Report: Quotes Not Converted to a Policy"
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#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'''. | ||
| − | #Enter the desired '''Start Date''' and '''End Date'''. ''(Example: for all 01- | + | #Enter the desired '''Start Date''' and '''End Date'''. ''(Example: for all 01-2019 to 03-2019 effective quotes enter 01/01/2019 to 03/31/2019)'' |
#'''Un-Check''' the following items listed under '''Company Status''': | #'''Un-Check''' the following items listed under '''Company Status''': | ||
#*Renewed | #*Renewed | ||
#*Replaced | #*Replaced | ||
#Select '''Policy Type -> Quote''' | #Select '''Policy Type -> Quote''' | ||
| − | :[[File: | + | :[[File:Reports-policylist-quotesnotconverted.png]] |
#Enter any additional desired codes for a specific [[Company Profile|company]], [[Class Profile|class]], [[Producer Profile|producer]], [[Department Profile|department]] or any other reporting option. All items are included by default. | #Enter any additional desired codes for a specific [[Company Profile|company]], [[Class Profile|class]], [[Producer Profile|producer]], [[Department Profile|department]] or any other reporting option. All items are included by default. | ||
#Select '''Preview''' or '''Print'''. | #Select '''Preview''' or '''Print'''. | ||
Latest revision as of 20:26, 20 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 01-2019 to 03-2019 effective quotes enter 01/01/2019 to 03/31/2019)
- 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.
