Report: Activity List

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:

1. Unchecking the All checkbox.

2. Key in a customer prefix in the Name field if you wish. This pulls to the Customer Searchform, making the customer selection quicker.

3. 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 Listform, than key in a prefix into theNamefield on theCustomer Searchform, clickSearchand select your customer.

4. 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 theCustomer Business Unitlink 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

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 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 Activitiesfor 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 Searchlink 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. Checkmark the employee names that you want to include and click OK.

Only include Activities with Attachment(s)

Use to print only those Activitiesthat have attachments.

 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.

Choices

What is this?

Activity date

This is the default sort. If selected, sort first by activity date.

If this is a Customer Centeractivity 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.