Business Unit Appointment Termination Inquiry

Use the filter fields to enter report criteria and tailor the report results to suit your needs.

Fields and controls include the following:

• Appointments Terminated by Business Units not actively assigned to the Staff Member, Between: Required. Enter a date range during which to search for the records of producers who shared an active business unit with you (i.e., the logged-in user) on the appointment termination date but who were terminated by users associated with a different business unit. Enter the following:
• Begin Date: Enter the first date of a date range in which to search. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.
• End Date: Enter the last date of a date range in which to search. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.

Displays producer appointment information stored in your company's instance of Producer Manager that met the report criteria.

The Title tab of the report displays a summary of the selected report criteria, including data summaries (such as total record and producer counts), report properties, and all of the selection and filter criteria used to generate the report.

Report results are grouped by entity type, sorted by Processing date (i.e., termination date), beginning with most recent.

Results include the following data fields:

• Producer Name: For each producer listed that met the report criteria, displays the producer's name information: last name, first name, and middle name for individuals or firm name for firms. (For more information, see Details.)
• NPN: For each producer listed that met the report criteria, displays the producer's National Producer Number.
• PM Producer ID: For each producer listed that met the report criteria, displays the producer's Producer Manager record ID. (For more information, see Details.)
• Preferred External System ID: For each producer listed that met the report criteria, displays the external system identifier marked as "Primary" on the producer's record. (For more information, see External System IDs.)
• Active Business Units: For each producer listed that met the report criteria, displays the short name(s) of the business units to which the producer is actively assigned (sorted alphabetically). (For more information, see Business Units.)
• Entity Type: For each producer listed that met the report criteria, displays the producer's entity type, either Firm or Individual Licensee.

• State: For each producer listed that met the report criteria, displays the name of the appointment state in which the producer was terminated.
• Company: For each producer listed that met the report criteria, displays the short name of the appointing company that issued the producer's terminated appointment. (For more information, see Review/Update Company.)
• Appt Type: For each producer listed that met the report criteria, displays the description of the type of appointment that was terminated.
• Processing Date: For each producer listed that met the report criteria, displays the appointment termination date.
• County Termination: For each producer listed that met the report criteria, displays Yes if a county appointment was terminated along with a state appointment; displays No if a county appointment was not terminated along with a state appointment.
• County: Available only if value ofCounty Terminationis Y. For each producer listed that met the report criteria, displays the name of the county in which the county appointment was terminated.

Controls include the following:

• Submit Offline: Click to generate the inquiry offline, where it can be retrieved in spreadsheet format by any staff member with the permissions to view it. For more information, see Recent Reports.

• View/Refresh Report: Click to generate the inquiry "on demand" in spreadsheet format. The report will open in the separate Inquiry Output Window.

• Cancel: Click to open the Producer Manager Home page.