http://wiki.agencysystems.com/index.php?title=Report:_Policy_List_Report:_Quotes_Not_Converted_to_a_Policy&feed=atom&action=history
Report: Policy List Report: Quotes Not Converted to a Policy - Revision history
2024-03-29T12:59:42Z
Revision history for this page on the wiki
MediaWiki 1.33.1
http://wiki.agencysystems.com/index.php?title=Report:_Policy_List_Report:_Quotes_Not_Converted_to_a_Policy&diff=5833&oldid=prev
Kcrenshaw: updated screen shot
2019-03-20T20:26:38Z
<p>updated screen shot</p>
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td>
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 20:26, 20 March 2019</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l32" >Line 32:</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Select the desired '''Report By...''' sort method. ''(This is the order of the results)''. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Select the desired '''Report By...''' sort method. ''(This is the order of the results)''. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Select '''Date Method -> Effective Date'''.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Select '''Date Method -> Effective Date'''.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>#Enter the desired '''Start Date''' and '''End Date'''. ''(Example: for all 01-<del class="diffchange diffchange-inline">2014 </del>to <del class="diffchange diffchange-inline">06</del>-<del class="diffchange diffchange-inline">2014 </del>effective quotes enter 01/01/<del class="diffchange diffchange-inline">2014 </del>to <del class="diffchange diffchange-inline">06</del>/<del class="diffchange diffchange-inline">30</del>/<del class="diffchange diffchange-inline">2014</del>)''</div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#Enter the desired '''Start Date''' and '''End Date'''. ''(Example: for all 01-<ins class="diffchange diffchange-inline">2019 </ins>to <ins class="diffchange diffchange-inline">03</ins>-<ins class="diffchange diffchange-inline">2019 </ins>effective quotes enter 01/01/<ins class="diffchange diffchange-inline">2019 </ins>to <ins class="diffchange diffchange-inline">03</ins>/<ins class="diffchange diffchange-inline">31</ins>/<ins class="diffchange diffchange-inline">2019</ins>)''</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#'''Un-Check''' the following items listed under '''Company Status''': </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#'''Un-Check''' the following items listed under '''Company Status''': </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#*Renewed</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#*Renewed</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#*Replaced</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#*Replaced</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Select '''Policy Type -> Quote'''</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Select '''Policy Type -> Quote'''</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>:[[File:<del class="diffchange diffchange-inline">Report</del>-policylist-quotesnotconverted.png]]</div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>:[[File:<ins class="diffchange diffchange-inline">Reports</ins>-policylist-quotesnotconverted.png]]</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#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.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#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.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Select '''Preview''' or '''Print'''.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Select '''Preview''' or '''Print'''.</div></td></tr>
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Kcrenshaw
http://wiki.agencysystems.com/index.php?title=Report:_Policy_List_Report:_Quotes_Not_Converted_to_a_Policy&diff=5583&oldid=prev
Kcrenshaw: updated how to access only
2019-03-06T18:34:19Z
<p>updated how to access only</p>
<table class="diff diff-contentalign-left" data-mw="interface">
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td>
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 18:34, 6 March 2019</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l29" >Line 29:</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>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. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>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. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>==== Process ====</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>==== Process ====</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>#Select '''<del class="diffchange diffchange-inline">AR </del>-> [[Report: Policy List Report|Policy List Report]]'''.</div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#Select '''<ins class="diffchange diffchange-inline">Reports </ins>-> [[Report: Policy List Report|Policy List Report]]'''.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Select the desired '''Report By...''' sort method. ''(This is the order of the results)''. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Select the desired '''Report By...''' sort method. ''(This is the order of the results)''. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Select '''Date Method -> Effective Date'''.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Select '''Date Method -> Effective Date'''.</div></td></tr>
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Kcrenshaw
http://wiki.agencysystems.com/index.php?title=Report:_Policy_List_Report:_Quotes_Not_Converted_to_a_Policy&diff=1708&oldid=prev
Mlively: initial save
2014-08-27T15:55:42Z
<p>initial save</p>
<p><b>New page</b></p><div>[[Category:Reports]][[Category:Policy List Report]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Report: Policy List Report]]</li><br />
<li>[[Training 7: Management]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Reports|Reports]]</li><br />
<li>[[:Category:Policy List Report|Policy List Report]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
==== Overview ====<br />
This article outlines the steps to run a report that shows quotes that have not been converted to a policy.<br />
<br />
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. <br />
==== Process ====<br />
#Select '''AR -> [[Report: Policy List Report|Policy List Report]]'''.<br />
#Select the desired '''Report By...''' sort method. ''(This is the order of the results)''. <br />
#Select '''Date Method -> Effective Date'''.<br />
#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)''<br />
#'''Un-Check''' the following items listed under '''Company Status''': <br />
#*Renewed<br />
#*Replaced<br />
#Select '''Policy Type -> Quote'''<br />
:[[File:Report-policylist-quotesnotconverted.png]]<br />
#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.<br />
#Select '''Preview''' or '''Print'''.</div>
Mlively