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Quick Report: Certificate Holder

The Certificate Holder quick report is a listing of all individuals or companies for whom 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.

For a field by field discussion of the report found in All Reports, please see Report - Certificate Holders.

ClosedAccessing the Certificate Holder Quick Report

Access and create the Certificate Holder quick report from the Customer Center menu bar by clicking Quick Report > Certificate Holder.

ClosedSuggested Uses

Use the Certificate Holder Quick Report to print a list of certificate holders for the customer for the past year. 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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