All Quick Reports
The following Quick Reports are available from the Customer Center, once you've selected and opened a customer.
For some quick reports, a selection form is displayed so you can define selection parameters for the report. Other quick reports run immediately (no selection window) and preview in the Report Viewer. Print the report from the viewer by clicking the printer icon.
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Activity List |
Shows all activities logged for a specific customer. More... |
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Certificate Holder |
Lists all individuals or companies for whom certificates have been created for this customer's policies within the last year. More... There are no selection options for this report. |
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Claims |
Shows the Loss History for the customer based on a date range. More... |
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Notes |
Shows notes entered by your agency for the customer. |
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Scheduled Report Recipients |
Identifies the Scheduled Reports you are receiving, and those reports for which you are the Primary or Backup Approver, There are no selection options for this report. |
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Summary of Insurance |
Provides a way to print a summary of insurance for the customer based on policies you select. More... |
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Suspense
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Provides a list of open suspended items for a specific customer. More... |
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Accounting |
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Accounts Receivable Activity |
Shows all financial activity for a customer based on a date range you choose. More... |
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Aged Accounts Receivable |
Shows the amounts due your agency from the customer, by age of the invoice. More... |
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Company Accounts Payable |
Provides a register of company payables for the customer. More... |
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Invoices |
Use to print an unprinted or previously printed invoice for the customer you are viewing. More... |
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Premium Advanced |
Shows agency-billed invoices where the agency has paid the company commission, but the invoice has not been paid in full by the customer. |
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Statements |
A summary of all transactions from the Customer Accounts Receivable general ledger account for a customer based on the selected date range. More... |
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Custom |
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Custom Activity |
Shows Activities logged for the customer with additional report parameters not available in the standard report. More...
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Custom Claims Activity |
A combination of the standard Activity and Claims reports. This report includes additional parameters not found a standard Claim report. More...
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