Report: Certificate Holders

The Certificate Holders report is a listing of all individuals and companies (names and addresses), for whom certificates were created. You can run this report at renewal  When you renew the policy, run this report to determine if the certificate holders on the current policy also need a certificate for the renewal.

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The Certificate Holders report is also available as a Quick Report from the sidebar menu on the Customer Center. When accessed as a quick report, the report includes certificates have been created for the last year. No report selection form appears. The report automatically generates when you select the report from the menu.

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