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Reports, Group Schemes

Instead of running a report, this option takes you to the scrolling list of policies with just the group schemes, as shown below…

 

Then to display all the members in a scheme…

  • Click and thereby highlight any “group header” record that you’re interested in
  • Click the “Signpost” button
  • Click “Groups / Display / Current group”, as shown below, to display that group scheme’s members’ policies
  • Click the “Exit” button or “Open door” icon to revert the scrolling list of policies back to the group headers
  • Printing the List

  • Optionally sequence the display, by policy ref or start date, etc (see “Policies, Searching Sorting & Selecting”)…
  • Then to print the sorted list see the section on the Policy List Report in “Policies, Printed Lists