Report: Activity List

The Activity List report shows all actions performed and logged by your agency for your customers and their policies. A variety of options are available so that you can filter the report to include specific customers, employees, or policies.

The Activity List report is also available as a Quick Report from the sidebar menu on the following centers: Bank, Broker, Customer, Employee, and Vendor.

Report Selections

When the report is accessed from a Quick Reports menu, some selections are pre-filled by default. You can change default entries as needed.

Report Selections

What is this?

Center

Select All to request activities for all centers. The Name field also defaults to All. Otherwise, select one of the centers below to filter your activities by that center.

Center	What is this?
Bank	Select Bank in the Center field to filter your activities by Bank Center. The Name field defaults to All, or you can choose a specific bank to further filter your activities. When Bank is selected in the Center field, then the following link and group are disabled: Customer Business Unit link Policy Selection group
Broker	Select Broker in the Center field to filter your activities by Broker Center. The Name field defaults to All, or you can choose a specific broker to further filter your activities. When Broker is selected in the Center field, then the following link and group are disabled: Customer Business Unit link Policy Selection group
Company	Select Company in the Center field to filter your activities by Company Center. The Name field defaults to All, or you can choose a specific company to further filter your activities. When Company is selected in the Center field, then the following link and group are disabled: Customer Business Unit link Policy Selection group
Customer	The default center is Customer. Keep Customer in the Center field to filter your activities by Customer Center. The Name field defaults to All, or you can search for a specific customer by: Clearing the All check box. Key in a customer prefix in the Name field if you wish. This pulls to the Customer Search form, making the customer selection quicker. Click Search. This opens the Customer Search form so you can select your customer If you did not select a prefix for your customer on the Report-Activity List form, than key in a prefix into the Name field on the Customer Search form, click Search and select your customer. Click Select. When Customer is selected in the Center field, then the following link and group are available. Customer Business Unit link Policy Selection group If a specific customer is selected, then the Customer Business Unit link is then disabled.
Employee	Select Employee in the Center field to filter your activities by Employee Center. The Name field defaults to All, or you can choose a specific employee to further filter your activities. When Employee is selected in the Center field, then the following link and group are disabled: Customer Business Unit link Policy Selection group
Vendor	Select Vendor in the Center field to filter your activities by Vendor Center. The Name field defaults to All, or you can choose a specific vendor to further filter your activities. When Vendor is selected in the Center field, then the following link and group are disabled: Customer Business Unit link Policy Selection group

Name

Customer Business Unit

Use to select the Customer Business Unit(s) for All customers. This link is disabled when a specific customer is selected.

Date Range

Options	What is this?
Number of Days Old	Select this option to see Activities from a date in the past equal to the selected Number of Days Old up through the current system date.
From/To	Select this option to see Activities for a specific date range. Enter or select the date range using the Date Picker.

Policy Selection

This section is only available when the Center selection is Customer, and a specific customer is selected.

Policy Selections	What is this?
Policy Business Unit	Select the desired Policy Business Unit(s). This link is only enabled if All policies are selected in the Policy field. Otherwise, it is disabled.
Policy	Use to print Activities for One or All policies. If a specific policy is selected, then the Policy Business Unit link is disabled.
Transaction	Use to print Activities for One or All policy transactions (e.g., New, Renewal, Rewrite, Policy Change).
Type of Bus.	Use to print Activities for one, multiple, or all types of business (e.g., Personal Lines, Commercial Lines, Life).
Company	Use to print Activities for One or All companies (insurance, brokerage, fee).
Executive	Use to print Activities for One or All executives.
Claim	Use to print Activities for One or All claims. To select one claim, click the Search link and choose the appropriate claim.

Action Selection

What is this?

Action

Use to print Activities for One or All actions (e.g., form letters, billing, application).

Entered By

Use to print Activities entered by One or more employees. The default is (All).

To include multiple employees, choose (Select Multiple...) from the list. check mark the employee names that you want to include and click OK.

Only include Activities with Attachment(s)

Use to print only those Activities that have attachments.

Group

Selection

What is this?

Group Type

Select the Group Type, if applicable, for the activities.

Example: New Business, Renewal

Group

Select a Group, if applicable.

Print Summary Only

Check this box, if you do not want the Description of the activity to print on the report.

Sort Order

Use to sort Activities by:

Choices	What is this?
Activity date	This is the default sort. If selected, sort first by activity date. If this is a Customer Center activity then further sort by customer firm name/last name, first name, and then by policy.
Center	If selected, sort first by Center, then by activity date. If this is a Customer Center activity then further sort by customer firm name/last name, first name.
Center name	If selected, sort alphabetically by center name.
Entered by	If selected, sort alphabetically by Entered by employee name.
Executive	If selected, sort first by executive, then by activity date. If this is a Customer Center activity then further sort by customer firm name/last name, first name.

Print Cover Page

Allows you to include a cover page listing the selected options included in the report. This option defaults as unchecked.

Description

Accept the default description, or enter a new one that describes the report you are requesting.

Report Fields

Report Fields	Description
Action	The Action (e.g., form letters, billing, application) selected for the activity.
Date/Time	The Date and Time the activity was logged.
By	The short name of the Employee who entered the activity.
Policy	The Policy Number the activity is attached to.
Claim/Loss Date	The Claim Number and Loss Date of the claim the activity is attached to, if any.
Co	The Company associated with the activity.
Policy Term	The Policy effective and expiration date.
Exec	The Executive associated with the activity.
Tran	The Policy Transaction on the activity.
Effective	The Transaction effective date.
System Date	The System Date when the activity was entered.
Group	The Group Name the activity was assigned to, if any.
Description	The Group Type associated with the Group Name, if any.
Activity Text	The text of the activity prints under the identifying information.

CSV Columns

CSV Columns	Description
Activity Date	The Date and Time entered for the activity.
System Date Logged	The system Date and Time when the activity was entered.
Entity	The center entity associated with the activity.
Name	Based on the center, the entity name (e.g., customer name, bank name, company name) on the activity.
Customer	Customer Last name/First name on the activity.
Customer Division	The division assigned to the customer on the activity.
Customer Branch	The branch assigned to the customer on the activity.
Customer Department	The department assigned to the customer on the activity.
Customer Group	The group assigned to the customer on the activity.
Action	The Action (e.g., form letters, billing, application) selected for the activity.
Description	The activity description.
Entered By	The short name of the Employee who entered the activity.
Policy Number	The Policy Number associated with the activity.
Policy Term	The Policy effective and expiration dates associated with the activity.
Transaction Date	The Transaction effective date of the policy associated with the activity.
Transaction	The Policy Transaction attached to the activity.
Type of Business	The type of business (e.g., Personal Lines, Commercial Lines, Life) associated with the activity.
Policy Division	The division assigned to the policy on the activity.
Policy Branch	The branch assigned to the policy on the activity.
Policy Department	The department assigned to the policy on the activity.
Policy Group	The group assigned to the policy on the activity.
Company	The Company on the activity.
Claim Number	The Claim Number attached to the activity.
Loss Date	The Loss Date of the claim attached to the activity.
Policy Executive	The Executive on the policy that is attached to the activity.
Policy CSR	The CSR on the policy that is attached to the activity.
Policy Broker	The Broker on the policy that is attached to the activity, if any.
Lines of Business	All Lines of Business entered for the policy associated with the activity.
Group Type	The Group Type selected for the activity, if any.
Group	The Group selected for the activity, if any.