Reports, General, Commercial Bordereau
The default report lists commercial insurance policies according to the options selected.
Click the “Policy selection (new)” button to restrict the policies to be included (see “Reports, Policy Selector”) If required, click the “>” button next to “For policy holder” to select a single client (see “Reports, Find Address Dialogue”) Use the “Order by on-risk date, starting from…to” fields to set a range of policy start (or “On risk”) dates…
o When setting date ranges, “From blank to blank” gives all policies, while “From blank to a date” gives all up to that date, etc Use the “Only include MS flagged policies” to alternatively list all policies with their mail shot marker currently set to “Y” (in the selected order) Click and tick the “Set MS marker for selected policies” if you want to use your report selection to re-set your mail shot markers (n.b. matched go to “Y”, unmatched go to “N”) If required, use the “Exclude policies with zero premiums” to exclude policies with no premium