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.
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
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
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.