Tax Liabilities report
You can use the Trial Balance OR Transaction and Payment Reconciliation report to identify tax liabilities. Trial Balance report A swift and exact report is available for the Tax Liabilities, and that is the Trial Balance report. You will see when you are in that report that you will have a 'slicer' which allo…
Production Report Guide
Production Report Tabular report showing all policy details at dec page. * NEW: Updated November 2021 - Status Count added (consolidating PIF Count, PIF Premium and Policy Count). * NEW: Updated September 2021 - Cancellation reason slicer and column. * NEW: Updated August 2021 - On the second page of the rep…
How to export a report to Excel
To export a report to Excel * Hover the mouse anywhere over the a table or visual, within a report. * The below sub menu appears and you select the ... icon. * Menu opens, select Export Data. * Save as a File Format of your preference, and Select Export. Note: It is worth mentioning that the report has t…
Activity Tracker Report
Activity Tracker Report You can locate the report in the insights module, under the category of Operations. For assistance in accessing the reports in Power BI, there is an article in this Knowledge Base called Instructional Guide - Power BI Web Access. To fully understand the contents of the reports and the d…
