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FAQ ID # 91
Last Update : 2009/12/07
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Question / Issue
How do I create custom report templates to use for future reports?

Answer / Solution
  1. Select Custom Reports from the Agency Reports section on the left side of the Main Menu screen.
  2. Select your report type and then click on Next.
  3. Next select the level of detail that you want for the report and click on Next.
  4. Choose the fields that you want to include in the report and click on Next.
  5. Select a particular agent or All agents. Then choose the record reporting options on the right side of the screen:
    • Policy Effective Date
    • Date policy was sold
    • Policy Expiration Date
    • Policy Cancellation Date
    • Date range
    • How the report will be sorted
    • How the report will be generated: Separate Records by Location and/or Generate report for Quotes.
  6. Once your selections have been made, click on Save Template.
  7. You will then be asked to select a location to save the template. 
  8. So that you will remember what the template report is, enter a description in the File name field at the bottom of the screen.  The file extension will be .ipt.
  9. Click on Save.


Direct Link to This FAQ
http://www.itcdataservices.com/support/IP6FAQ/?f=91

Tags
custom report templates

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