Generate a Report

Reports allow you to view particular information for accounts, depending on the report generated. You can customize reports using the Report Output Builder. The default layout includes information such as Client Code, Client Name, Loss Type, Estimates, Issuing Company, Policy, and any dates associated with a claim.

When you generate a report, it is sent to the recipients selected when the report was last saved using the last layout saved. If you want to make any changes to the report before generating it, follow the instructions in the Create a New Report, Edit a Report, or Report Output Builder document.

1. Access the Reports/Marketing area.

   To access the Reports/Marketing area from the Home screen, do one of the following:

   • Click Reports/Marketing on the navigation panel.
   • Click Areas > Reports/Marketing on the menubar.
   • Click the down arrow next to Home on the options bar and select Reports/Marketing.

   To access Reports/Marketing from another area of the program, do one of the following:

   • Click Home > Reports/Marketing on the menubar.
   • Click the down arrow next to Home on the options bar and select Reports/Marketing.
2. The My Reports list defaults when the Reports/Marketing screen opens. If the report is in a different list, click the button for that list on the navigation panel, or click on My Reports in the view filter and make a different selection.

These are the options:

1. • Account Reports
   • Activity Reports
   • Application Reports
   • Claim Reports
   • Client Contracts Reports
   • General Ledger Reports
   • Interface Reports
   • Management Reports
   • Opportunities Reports
   • Policy Reports
   • Transaction Reports

3. Click to highlight the report you want to run.
4. Do one of the following:
    
   • Click Actions > Generate Report on the options bar.
   • Click Actions > Generate Report on the menubar.
   • Right click the report and select Generate Report.

If this report is set up to launch a marketing campaign, you may or may not need to take an additional action:

1. • If the Preview/Edit results before processing checkbox was not selected when the report was last saved, your marketing campaign launches now.
   • If the Preview/Edit results before processing checkbox was selected when the report was last saved, you must launch the marketing campaign from the Marketing area in order to generate the appropriate letters, activities, etc.

5. The report is sent to the appropriate recipients.