| Question / Issue |
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| How do I create custom report templates to use for future reports? |
| Answer / Solution |
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- Select Custom Reports from the Agency Reports section on the left side of the Main Menu screen.
- Select your report type and then click on Next.
- Next select the level of detail that you want for the report and click on Next.
- Choose the fields that you want to include in the report and click on Next.
- Select a particular agent or All agents. Then choose the record reporting options on the right side of the screen:
- Policy Effective Date
- Date policy was sold
- Policy Expiration Date
- Policy Cancellation Date
- Date range
- How the report will be sorted
- How the report will be generated: Separate Records by Location and/or Generate report for Quotes.
- Once your selections have been made, click on Save Template.
- You will then be asked to select a location to save the template.
- So that you will remember what the template report is, enter a description in the File name field at the bottom of the screen. The file extension will be .ipt.
- Click on Save.
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FAQ ID # 91
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