AutoRating.TurboRater.com

FAQ ID # 78
Basic Reports Descriptions
Last Update : 2017/04/05
Rating : Not Rated
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Question / Issue
What kind of Basic Reports can I run?

Answer / Solution

NOTE: You must be an Agency Admin or Location Admin to access this feature or have permission granted by an agency admin for any other permission levels. 

  1. Type:  Auto, Home, Motorcycle, or Dwelling Fire
  2. Date ranges:
    • Created Date
    • Last Modified Date
    • Date Bound
    • Policy Expiration Date
    • Note Entered Date
    • Notes Reminder Dates
  3. Producer:
    • Created By
    • Last Modified By
    • Bound By
    • Assigned To
  4. Zip code in several ways:
    • Single zip code (75006)
    • Multiple zip codes at one time, each separated by a comma (75006, 75028,75252).
  5. Other criteria:
    • Location
      • Here you can select one or multiple locations to filter the report by
    • State
      • Here you can set a filter for any or multiple of all 50 states as well as DC.
    • Carrier
      • Here you can select one or multiple carriers to filter the report by
    • Lead Source
      • Here you can filter by the one or more lead source(s).
    • Contact Method
      • You can also filter by one ore more methods of contact.
    • Quote Description
      • New Business
      • Re-Write
      • Renewal
      • Other
      • Endorsement
      • Or Any Custom Quote Description
    • Residence Type (Personal Auto and Motorcycle only)
    • Residence Status (Personal Auto and Motorcycle only)
    • Last Name
      • Starts with
      • Contains
      • Ends with
      • Equals

Related FAQs
Where do I go to run quote reports?
Reports access and menu
Basic Reports Training Video
Basic Reports Training Video Link

Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=78

Tags
Quote report types criteria

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