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Report: Notes

The Notesreport is a list of notes entered for agency personnel, a customer, a specific policy, a claim, or notes converted from a previous system.

Report Image

ClosedAccessing the Notes Report

Access the report from any center or form that has a Toolbox menu. Selecting Toolbox > Reports opens the Reports - All list, where you can make your selection.

Clicking Notes opens the Report - Notes selection form. Make your selections and then select one of the following from the File menu:

ClosedReport Selections

Report Selections

What is this?

Note Type

Use to select the Note Type for your report.

Note Type

What is this?

All

Include personal notes, as well as customer type notes attached to customers, policies and claims.

The Entered By field is disabled. All other Select Notes Attached Toselections are available.

Claims

Include only notes attached to claims.

The Entered By field is disabled. All other Select Notes Attached To selections are enabled.

Conversion

Include only notes created during conversion.

The Entered By field is disabled. All other Select Notes Attached To selections are enabled.

Customer

Include only notes attached to customers.

The Entered By field is disabled. All other Select Notes Attached To selections are enabled.

Personal

Include only personal type notes.

The Entered By field is enabled. All other Select Notes Attached To selections are disabled.

Policy

Include only notes attached to policies.

The Entered By field is disabled. All other Select Notes Attached To selections are enabled.

Date Range

Option

What is this?

Number of Days Old

Select this option and enter the number of days in the past you want to see notes.

As a result, the From date is calculated by taking the current system date minus the entered Number of Days Old, and the Todate is always the current system date.

From/To

Select this option if you want to enter or select a From and To date by using the Date Picker.

Entered By

This field is affected by the location where you select the Notes report, and what the type of note is.

Report selected from...

This field...

Reports - All

Is disabled and blank unless the Note Type is Personal. Then, you can select an employee from the list.

User Center

Pre-fills with the name of the logged in user, and cannot be changed.

Customer Center

Is disabled and blank unless you change the Note Type to Personal. Then, you can select an employee from the list.

Select Notes Attached To

Field

What is this?

Customer

Select to print notes attached to AllorOne specific customer.

Policy

If a specific Customer is selected, you can print notes attached to AllorOne specific policy.

Claim

If a specific CustomerandPolicyare selected, you can print notes attached toAllorOneclaim.

Executive

Use to print notes assigned to a specific Executive.

Representative

Use to print notes assigned to a specific Representative.

Sort Order

Primary Sort Options

Secondary Sort

Customer

If your primary sort is by Customer(default), then the secondary sort is by Entered Date.

If a customerLastname andFirmname exist, sort by firm name.

Executive

If your primary sort is Executive or Representative, then the secondary sort is by Customer, and then by Entered Date.

If a customer Last name and Firm name exist, sort by firm name.

Representative

Description

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

Print Cover Page

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

ClosedReport Fields

Report Fields

Description

Date

The date (MM/DD/YYYY) the note was entered.

Type

The Type of note - Customer or Personal- with the following exceptions:

  • If the Type of note was Customer and it was attached to a policy, then the type is Policy.

  • If the Type of note was Customer and it was attached to a policy and then to a claim, the type is Claim.

  • If the note was system-generated during a data conversion, then the type of note isConversion.

Employee

The short name of the Employee who entered the note or, for personal notes, the employee assigned to the note when it was entered.

Customer

If this is a Customer note, then the following appears in the order given:

  • Customer Firm name.

  • If the customer firm name does not exist, then the customer Last, First, and Middle name appear.

  • If both names exist, then only theFirmname prints.

Number

The number that appears here depends on what the note is attached to:

If the note is attached to...

Then this number appears...

Policy

Policy number

Claim

Claim number

Customer

Customer number

None of the above

The field is blank.

Cust.Exec

If this is a Customertype note, then the executive assigned in Customer data entry appears here.

Cust.Rep

If this is a Customer type note, then the executive assigned in Customer data entry appears here.

Note Text

The text of the note prints under the identifying information.

ClosedCSV Columns

CSV Columns

Description

Note Date

The Date the note was entered.

Note Type

The Type of note - Customer or Personal- with the following exceptions:

  • If the Type of note was Customer and it was attached to a policy, then the type is Policy.

  • If the Type of note was Customer and it was attached to a policy and then to a claim, the type is Claim.

  • If the note was system-generated during a data conversion, then the type of note isConversion

Customer - Firm Name

The commercial customer firm name and DBA name, if it exists.

Customer - Last name, First name

The personal customer last and first name.

Entered By

The Employee who entered the note or, for personal notes, the employee assigned to the note when it was entered.

Note

The text of the note.

Customer Executive

For customer notes, the executive, representative, and broker (if applicable) assigned to the customer. Otherwise these fields are blank.

Customer CSR

Customer Broker

Policy Number

For notes attached to a policy, the policy number and term appear here. Otherwise these fields are blank.

Policy Term

Policy Executive

For notes attached to a policy, the executive, representative, and broker (if applicable) assigned to the policy appears here. Otherwise these fields are blank.

Policy CSR

Policy Broker

Claim Number

For notes attached to a claim, the claim number appears here. Otherwise this field is blank.

Loss Date

For notes attached to a claim, the loss date of the claim number appears here. Otherwise this field is blank.

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