Generate a Vintage Agency by Customer (Agency and Customer) Report

Use the Vintage Agency by Customer (Agency and Customer) pane to generate a Vintage Agency by Customer (Agency and Customer) report. The report displays placement numbers for each month within the specified date range, sorted by agency and customer.

To generate a Vintage Agency by Customer (Agency and Customer) report

1. In the menu bar, click Reports, click Agencies, and then click the Vintage Agency by Customer (Agency and Customer). The Vintage Agency by Customer (Agency and Customer) pane appears.

2. In the Start Date list box, click the start date for which to display data.

3. In the End Date list box, click the end date for which to display data.

4. In the Agencies list box, select the check box for an agency or attorney.

5. In the Portfolios list box, select the check box for a portfolio.

6. Click Get Report.

7. Click the plus sign (+) to expand sections of the report.

8. To modify the report view, see Report Options.

9. To print the report, click Print.

10. To export the report to a Microsoft Excel file, do the following:

1. Click Export to Excel. The Save As dialog box appears.

2. In the File name box, type a name for the file and then click Save.

11. To export the report to a Comma Separate Value (CSV) file, do the following:

1. Click Export to CSV. The Save As dialog box appears.

2. In the File name box, type a name for the file and then click Save.

Related Topics

Report Options

Reports