NOTE: You must be an Agency Admin or Location Admin to access this feature or have permission granted by an agency admin for any other permission levels. 

1. Type:  Auto, Home, Motorcycle, or Dwelling Fire
   
2. Date ranges:
   • Created Date
   • Last Modified Date
   • Date Bound
   • Policy Expiration Date
   • Note Entered Date
   • Notes Reminder Dates
     
3. Producer:
   • Created By
   • Last Modified By
   • Bound By
   • Assigned To
4. Zip code in several ways:
   • Single zip code (75006)
   • Multiple zip codes at one time, each separated by a comma (75006, 75028,75252).
5. Other criteria:
   • Location
     • Here you can select one or multiple locations to filter the report by
   • State
     • Here you can set a filter for any or multiple of all 50 states as well as DC.
   • Carrier
     • Here you can select one or multiple carriers to filter the report by
   • Lead Source
     • Here you can filter by the one or more lead source(s).
   • Contact Method
     • You can also filter by one ore more methods of contact.
   • Quote Description
     • New Business
     • Re-Write
     • Renewal
     • Other
     • Endorsement
     • Or Any Custom Quote Description
   • Residence Type (Personal Auto and Motorcycle only)
   • Residence Status (Personal Auto and Motorcycle only)
   • Last Name
     • Starts with
     • Contains
     • Ends with
     • Equals