Product Report
The Product Report displays all policies and accounts for your agency and is a useful tool for filtering and sorting by institutions and product offerings. The date filter and column on the Product Report displays the Status Date.
Users have the ability to search by policy and account numbers using the Product Report. Searching by policy or account numbers allows you to easily find and navigate to a specific record to quickly view further details and make necessary updates.
🔍 Tip: Searching by account and policy numbers is not case sensitive and supports alpha-numeric characters, partial matches and exact matches.
Export Product Report
From the main navigation menu > click Reports
Click Run Report on the Product Report tile
Click the Filter button to filter the report as needed
Please note: The date filter automatically sets for current calendar year. To export all products, clear out by clicking the red x.
Click the three-dot Action Menu and select Export