Revert to Default Report

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:

3. • 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 existing report.
4. Do one of the following:
    
   • Click Actions > Revert to Default Report on the options bar.
   • Click Actions > Revert to Default Report on the menubar.
   • Right click the report and select Revert to Default Report.
5. You are prompted, "This action will reset all criteria, output layout, and distribution to the original settings. All changes to this report will be gone. Do you wish to revert to the ASI original report?" If you are certain that you want to revert to the original report, click Yes.