Custom Reports

Use this feature to generate a custom report.

  1. Move your mouse over the Reports/Graphs button.
  2. Click the Custom Reports button.
field description
Names to Match Enter first or last name to restrict the list to matching quotes.
Quote Date Range

From - Enter the earliest desired quote date or click the calendar.

To - Enter the latest desired quote date or click the calendar.

X-Date Range

From - Enter the earliest desired expiration date or click the calendar.

To - Enter the latest desired expiration date or click the calendar.

Input By

If you want only those files entered by a particular person, enter the name here.

OR

  1. Click the Icon.
  2. Click the name you want to use.
Referred By

If you want only files referred by a particular source, enter the source here.

OR

  1. Click the Icon.
  2. Click the source you want to use.
Applicant Status Click the appropriate status to include in the list of matching files (select as many as apply).
Type of Quote Click the appropriate type of quote to include in the list of matching files (select as many as apply).
Saved Quote File Path

Select the file path containing the quotes you wish to select.

OR

Click Browse and select the path.
Use as Default Path

Click the box if you want to keep this path for your selected quotes.

  1. Click the appropriate company to help narrow your search.
  2. Click the Sorting tab.

Report Name

  1. Click the drop-down arrow.
  2. Click your name choice.
  3. Click the New button to add a new report name.
  4. Click the Rename button to reassign a report.
  5. Click the Delete button to remove a report.

Fields on this report

  1. Click the Add button for a list of other columns you may add your report.
  2. Click the category you want to add to the report.

Once you click the category it appears under the Name column and disappears from the Add list.

  1. Click the Up button and the Down button to arrange the columns in the order you want them.
  2. Click the Remove button to remove a category you don't want.
  1. Make adjustments as desired.
  2. Click OK.

The Custom Report list matching your criteria appears.

  1. Click Preview to see the report before you print it. (Note that all of the requested columns appear.)
  2. Click Close.

  1. Click Print.

 

This completes Custom Reports.

Continue to Production Graphs.

Return to Reports/Graphs.

Return to Quote Management Facility.