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Spreadsheet, Example to List Fees (Financial Adviser)

How to List Fee Data from Consultancy, Life, Investment & Pension Policy Records

Starting from your Durell Main Menu....

1)      Reset all policy mailshot markers to “N”

Mailshot options 1.jpg

 2)      Set all policies for the five main product types to “Y”

Mailshot, Select Pensions

 3)      Set all policy records outside of the required date range to “N” (including Consultancy ones)

Mailshot options 3.jpg

 4)      Create a “Data field set” to select data to appear in your spreadsheet (n.b. this is a one-off job)

Mailshot options 4.jpg 

5)      Create the spreadsheet ( from the “Link to Microsoft Excel” pop-up, shown below)

6)      Check the resulting spreadsheet

  

7)      Short Cuts