You can access the Policies for Rep Report by clicking the Policies for Rep Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
This prompt displays Rep and Policy Status parameters and Value fields to display the corresponding parameter values. By default the Value fields of Rep and Policy Status are filled with the value “ALL”.
You can click the button adjacent to the Rep and Policy Status to pick the required values. Upon clicking this button, the Lookup windows are displayed with all the available values.
The Lookup window for Rep displays the Payee ID, Payee Name, and Payee Job Category values of all the available payees. You can click on any of these values to select a payee.
The Lookup window for Policy Status displays the Option Value of all the available policies. You can click on any of these values to select a value.
You can also use the Search field to find a value present in the Lookup window.
Click the button. The search operation is performed using the entered Rep and Policy Status parameters and the report is generated. A sample report is displayed in the following diagram:
The contents of the report are the following:
|Policy ID||Displays the policy ID.|
|Line of Business||Displays the line of business to which the policy belongs to.|
|Policy Type||Displays the type of the policy.|
|Vendor ID||Displays the ID of the vendor.|
|Customer||Displays the customer name.|
|Policy Amt||Displays the policy amount.|
|Premium Amt||Displays the premium amount per period.|
|Premium Frequency||Displays the frequency at which the premium needs to be paid.|
|Start Date||Displays the policy start date.|
|End Date||Displays the policy end date.|
|Renewal Date||Displays the policy renewal date.|
The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.