Generate the Detailed Policy Activity Report

The Detailed Policy Activity report provides a list of policy and transaction information by Broker for all transactions registered within the specified date range.

 

  1. Navigate to the Reports screen by clicking the Reports tab.
  2. Click the Detailed Policy Activity hyperlink in the Reports panel.
  3. Select options or enter information in the available controls.
  4. Select an Output Format.
  5. Click Generate Report.
  6. To view the report, open the downloaded report file.
Hints:

Enter the date range using MM/DD/YYYY format, or click the Calendar Icon use the date picker.

The default output format is PDF.

Change the report output format by clicking the dropdown field and choose one of the following: