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Groups, Printed Lists

First you need to display your group (see “Groups, Display Schemes & Members”)…

…then you need to 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”…

…and remember that all printed lists can also be exported as spreadsheets, etc (see “Printing, Exporting Lists to Spreadsheets”)

There is also a special Life & Pensions Group Scheme report accessible via the “Reports” button on the Main Menu.

If the above reports do not contain the information you require you could instead set-up your own report layout, as described in “Mail Shot, Listings (User-Defined) In Word”.