Copy a Report

Reports allow you to view specific 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.

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:

1. • Account Reports

   • Activity Reports

   • Application Reports
   • Claim Reports
   • Client Contract Reports
   • General Ledger Reports
   • Opportunities Reports
   • Interface Reports
   • Management Reports
   • Policy Reports
   • Transaction Reports

3. Click to highlight the appropriate report.
4. Do one of the following:
    
   • Click Actions > Copy Report To on the options bar.
   • Click Actions > Copy Report To on the menubar.
   • Right click the report and select Copy Report To.
5. The Copy Report window displays. The options in the Create copies in section vary, depending on the type of report and the list in which it is located:
    
   • My Reports: Sends a copy of the report to your My Reports list.
   • Main Group - [group name]: Moves a copy of the report from your My Reports to the stated list.
   • Other Users' My Reports: Send a copy of the report to other users' My Reports lists. If you select this checkbox, select the checkbox next to the name of each user whose My Reports list will be affected.
6. The Language, Name, and Comments default from the report you are copying but can be changed if necessary.
7. Click Finish.