Category "Reports"

There are 15 results found

Creating a Statement of Account

This QuickGuide explains how to create a statement of account for an individual client and multiple clients in Partner Platform.

Report Scheduler

This QuickGuide explains how you can schedule reports to be sent from Partner Platform via an email with a PDF attachment. Only reports available under the Advanced Reports can be sent using the Report Scheduler.

Policy Expiration Report

This QuickGuide explains how to run a policy expiration report from the Reports section in Partner Platform.

New Business Report

This QuickGuide explains how to run the New Business Report in Partner Platform. It will display a list of new business policies in Partner Platform based off the date range entered.

Policy Cancelled – Rewritten Report

This QuickGuide explains how to run the Policy Cancelled-Rewritten Report in Partner Platform. This report provides a list of policies that have been cancelled and rewritten.

Partner Platform Reports Reference Guide

Ever wonder which report is best to help you get the information you are looking for? This reference guide summarizes the many reports within Partner by section, and also points out helpful tips to use when running your report.

Retention Reports

This QuickGuide explains how to run the retention reports available in Partner XE.

Policy Download Report

This QuickGuide explains how to run the Policy Download Report in Partner XE. The Policy Download Report allows a user to run a list of all policies that were downloaded during a specific date range. Policies that are assigned from the […]

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