Product Report
The Product Report displays all policies and accounts within your Swivel database and serves as one of the most powerful tools for searching, filtering, exporting, and auditing product data.
Use this report to:
Find specific policies or accounts
Search by policy number, account number, or owner name
Review product activity and production
Audit product data for cleanup opportunities
Export product information
Build Dynamic or Static Lists based on product criteria
🔍 Tip: The Product Report can be converted into a Dynamic or Static List. See Contact Lists.
What You'll See in the Product Report
The Product Report displays policy and account information across your organization, including product details, ownership information, statuses, dates, and related contact information.
Many customers use this report as their primary tool for researching and validating product data.
Common Uses
The Product Report is commonly used to:
Find a specific policy or account
Identify products from a particular carrier or institution
Review products with a specific status
Build product-based marketing or service lists
Audit product data for consistency
Export product information for additional analysis
Searching Products
Use the Search bar to quickly locate policies and accounts by:
Policy Number
Account Number
Owner Name
Searching by policy or account number allows you to quickly navigate to the associated product record and review additional details.
🔍 Tip: Product searches are not case-sensitive and support:
Partial matches
Exact matches
Alpha-numeric values
Filtering the Product Report
Date Filters
The Product Report supports filtering by:
Open Date
Issue Date
Effective Date
Closed Date
To filter by date:
Select the desired date type from the Date Filter.
Select a preset or custom range using the Date Range Filter.
Click Apply.
Contact and Product Filters
The Product Report supports both Contact and Product filters.
To apply filters:
Select + Add Filter.
Choose the desired filter.
Define the criteria.
Repeat as needed.
Click Filter.
Available Filters
The Product Report supports a wide variety of Contact and Product filters.
For a complete list of available filters and filter definitions, see Understanding Filters in Swivel.
Filtering by Custom Fields
The Product Report supports filtering by both Contact and Product Custom Fields.
To filter by a custom field:
Select + Add Filter.
Search for the custom field name.
Select the custom field.
Define the desired criteria.
Apply the filter.
Exporting the Product Report
📌 Note: The Product Report automatically defaults to the current calendar year. To export all products, clear the default date filter before exporting.
To export Product Report results:
Navigate to Reports > Product Report.
Apply any desired filters.
Select the Action Menu.
Click Export.
📌 Note: Contact Custom Field filters are not currently included in Product Report exports. Product Custom Field values, along with supported native Contact and Product fields, will be included.
Best Practices
Many organizations use the Product Report as part of their regular data review process.
Consider using the Product Report to:
Identify duplicate product names
Review product statuses for consistency
Verify institution and carrier naming conventions
Locate products missing critical information
Validate imported or synced product data
FAQs
Can I search by policy number or account number?
Yes. The Product Report supports searching by both policy number and account number.
Is the search case-sensitive?
No. Searches are not case-sensitive and support partial and exact matches.
Can I filter by Custom Fields?
Yes. The Product Report supports filtering by both Contact and Product Custom Fields.
Can I export Product Report results?
Yes. Use Action Menu > Export to export filtered or unfiltered results.
Why doesn't my export include all products?
The Product Report automatically defaults to the current calendar year. Clear the date filter before exporting if you want to include all products.
Can I filter by a specific Product Status?
Yes. Users can filter by specific Product Status values.
See also: Product Statuses
Related Articles
Understanding Filters in Swivel