Recent Reports

Use the Recent Reports tab to view, access, and maintain inquiries that have been generated offline. A report generated offline will display on the Recent Reports tab for 30 days or until a user deletes it.

View screen capture

To open the Recent Reports tab, use one of the following methods:

• From the Inquiries menu, select All Reports, and then click the Recent Reports tab.

• From the Inquiries menu, select System Information, and then select Recent Reports.

Fields and controls include the following:

• All Reports: Click to open the All Reports page, displaying names and descriptions of all of Producer Manager's built-in reports.
• Abort:Available only for a report with aStatusof Running. Click to stop processing a report.
• Delete checkbox: Click to checkmark the checkbox(es) corresponding to a report(s) you wish to purge from the offline inquiries queue.
• Delete button: With theDeletecheckbox checkmarked corresponding to a report you wish to purge from theRecent Reportstab, click to purge the selected reports.
• Name: Click the name of a report to open it in the Inquiry Output Window.
• Download: Click the PDF () button to open the report in a separate window in Adobe PDF format, or click the Excel button () to open the report in Microsoft Excel.
• Refresh: Click to update theRecent Reportstab to display new reports or new statuses of existing reports.
• Cancel: Click to open the Producer Manager Home page.

Notes

Note: A maximum of 500 inquiries displays on the Recent Reports tab in descending order by date and time (i.e., newest to oldest).