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Reports, List Policies

The default report will display all of your policies ordered by client search name.

However the selection facilities for this report are so extensive that a huge number of different reports can be set-up, then “Saved” for subsequent recall via the “Load” button (see “Reports, Saving Selections”). This versatile report can also be used to reset your policies’ mail shot markers, or even to create comma delimited files (or “Text files”) of your data, for Emailing to third parties, etc.

  • 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” dropdown to select an ordering sequence for the report (e.g. by Insurer, by Product type, etc)
  • Use the “With start dates 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

  • If required, use the “List within compliance date” to select an alternative, or sub-range of dates…
  • o If the preceding “With start dates from…to” are both blank, then the compliance date range, if set (i.e. not blank), will be used instead

    o If either of the preceding “With start dates from…to” are set (i.e. not blank), then the compliance date range, if set (i.e. not blank), will form a sub-range selection

    o The compliance date to use is selected as “Date 1”, “Date 2”, etc, to match the compliance date sequence for different product types (e.g. Date 3 = the “Terms of business” date for investment contracts, as shown below)

    o The third compliance date for mortgages is for the “Application received” date, so be careful when using this selector for different product types

  • 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
  • Use the “send to comma-delimited file” option to automatically create a text file of your data, called “POLICIES.TXT” in your data folder (e.g. “F:\Imw-Data”), as show below.
  • o If creating a comma-delimited file, you’ll probably also want to tick the option to “Include field headings”

    o Comma-delimited files can be sent by Email as attachments and can be read by most computer programs, so form a basis for data transfers. They can also be opened as spreadsheets by Excel, etc.