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Reports
There were 3 questions found in this category:
  1. Can the Client Aging report be run for history/past/previous months?
    No, the Client Aging report can only be run for the current date. Therefore, it is always important to print the report at the end of the month and to save it.

  2. How to get a report of the highest to lowest premium volume per customer.
    Users can design a report that totals each client''s annual premium and commission and then export the data to Excel where it can be sorted based on the highest to lowest premium or commission. Detailed directions for this are available by typing the following path in the address of internet...

  3. When printing a statment, the wrong client is showing up.
    Run a dtutil on all tables. If this does not solve the problem, there may be a blank client record causing the problem. Contact Support  at 715-287-4262 to remove the bad record.


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