| Question / Issue |
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| How do I run a report for all new policies? |
| Answer / Solution |
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- Go to the Agency Reports section on the upper left side of the screen and select Daily Transactions or in the middle of the screen on the Main Menu, select Daily Transactions Report.
- Select Day Report (you will enter a day) or Period Report (you will enter a date range)
- Select your date(s).
- Click on the New Policies button.
- The policies according to the date(s) you selected will display.
- If you want to further filter this report, you can select the policy Type and/or Location at the bottom right of the screen. Click on New Policies again to refine your report display.
- You can then click on Print or Done at the bottom right of the screen.
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FAQ ID # 112
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