Reports/Marketing

Reports allow you to view particular information for accounts based upon the report generated. These and all other reports can be customized using the Report Output Builder packaged with Applied Epic. The default layout includes information such as Client Code, Client Name, Loss Type, Estimates, Issuing Company, Policy, and any dates associated with a claim.

The following workflows are available in this area:

• Copy a Report
• Create a New Report
• Delete a Report
• Deliver Report as Report Quick View
• Edit a Report
• Edit Report Comments
• Generate a Report
• Print a Report
• Print Mailing Labels
• Report Output Builder
• Report Schedule Detail
• Revert to Default Report
• Using Marketing Reports to Send Mass Emails

Confidential Client Access

The Reports/Marketing area filters report data according to the Confidential Client Access definitions configured in your system. When a report is generated, any clients to which the recipient does not have access will be omitted and to indicate that this filtering has occurred, the following text will be added at the end of the report: Confidential clients to which you do not have access have been removed from this report.

Click here for a list of reports that recognize Confidential Client Access.

Accessing the Reports/Marketing Area

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

1. • 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 the Reports/Marketing area from another part 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.

The screen is comprised of the following sections:

• Menubar

  

  The following options are available from the menubar of the Reports/Marketing area:

  1. • File
     • • New
       • • Sticky Note
       • Open
       • Delete
       • Print
       • • Report
         • Print Preview
         • Report with Language
         • • English (United States)
           • English (Canada)
           • French (Canada)
         • Print Preview With Language
         • • English (United States)
           • English (Canada)
           • French (Canada)
       • Exit
     • Edit
     • • Undo
       • Cut
       • Copy
       • Paste
       • Delete
       • Select All
       • Desired
       • Required
     • Areas
     • • My Reports
       • Account
       • Activity
       • Applications
       • Claim
       • Client Contracts
       • General Ledger
       • Interface
       • Management
       • Opportunities
       • Policy
       • Transaction
       • Marketing Preview
     • Home
     • • Accounts
       • General Ledger
       • Reports/Marketing
       • Procedures
       • Configure
       • Utilities
       • Email
     • Locate
     • Actions
     • • Create New Report
       • Copy Report To
       • Edit Report Name/Comments
       • Generate Report
       • Deliver as Report Quick View
     • On Demand
     • Access
     • • Report Schedule Detail
       • Notifications
     • Links
     • myEpic
     • SMS
     • Help
     • • Applied Epic Help
       • Applied KnowledgeBase
       • Applied Epic Release Notes
       • Online Chat / Log a Case
       • About Applied Epic 2023
• Options Bar

  

  The following options are available from the options bar of the Reports/Marketing area:

  1. • Home
     • • Accounts
       • General Ledger
       • Reports/Marketing
       • Procedures
       • Configure
       • Utilities
       • Email
     • Locate
     • Actions
     • • Create New Report
       • Copy Report To
       • Edit Report Name/Comments
       • Generate Report
       • Deliver as Report Quick View
     • On Demand
     • Access
     • • Report Schedule Detail
       • Notifications
     • Links
     • myEpic
     • SMS
     • New
     • • Sticky Notes
     • Print
     • • Report
       • Print Preview
       • Report with Language
       • • English (United States)
         • English (Canada)
         • French (Canada)
       • Print Preview With Language
       • • English (United States)
         • English (Canada)
         • French (Canada)
     • Save
     • Undo
• Navigation Panel

  The navigation panel is on the left side of the screen.

  

  The navigation panel consists of the following buttons:

  1. • My Reports
     • Account
     • Activity
     • Applications
     • Claim
     • Client Contracts
     • General Ledger
     • Interface
     • Management
     • Opportunities
     • Policy
     • Transaction
     • Marketing Preview
• List

  The list defaults to My Reports, which consists of reports that you have saved to that list. Click Reports on the list header to select the kind of reports to display.

  

  A list of choices displays:

  1. 2. My Reports
     3. Account
     4. Activity
     5. Applications
     6. Claim
     7. Client Contracts
     8. General Ledger
     9. Interface
     10. Management
     11. Opportunities
     12. Policy
     13. Transaction

  Click on the appropriate selection.

  To sort by a different column, click the column heading by which you wish to sort. Click one more time to change the sort order (from ascending to descending, or vice versa).

  Detail for the highlighted report displays below the list.