Show:
Criteria
Layouts
Grab Bag
Delivery Options
Which Report?
100
The items displayed in the list in this area have no bearing on the report. You move items from this area to select them for inclusion in the report.
What are the Available List items?
100
This layout rolls all the details up into one line.
What is a Summary Report Layout?
100
This area of Home Base provides a link to reports.
What is Agent Answer?
100
Email, CSV or PDF
What are the delivery output options?
100
Provides account details for all General Ledger entries made for the selected period.
What is the Status of Accounts report?
200
This option allows the user to choose dates before or after the current date.
What is the system date +/- criterion?
200
This is the name of the program that you open when you click to edit or add a layout.
What is the Report Output Builder?
200
This action invokes the Delivery Options of a report.
What does Generate a report do?
200
This is the name of the user who automatically is set to receive a copy of the report.
Who is the "current user"?
200
Includes any account current transactions owed to the carrier or direct bill production items. This report is often sorted by Producer.
What is the Production Report?
300
Click on the paper icon to the left of the criteria list to do this.
How do you add criteria to a report?
300
Criteria on this tab can be dragged to the major and minor sorts boxes in the report layout.
What is the Data Columns tab?
300
Procedures>Jobs Management>Jobs
Where do you need to navigate to delete or purge a scheduled report?
300
This is configured in DMS.
Where does the from email default from?
300
Provides a list of clients with certain policy types but not others.
What is the With This, Not That Report?
400
This will show all of the criteria you used to generate the report unless you exclude it from printing.
What is the Parameter Page?
400
This is the name of the main area of the screen. It is where info is moved and added to the report.
What is the canvas?
400
By clicking in the canvas and hitting the escape key.
How do I activate the Properties box to change the report layout properties?
400
This must be done first whenever scheduling a report in order for the job to be created.
What is generate the report? (Actions>Generate)
400
Used to locate any cash or credit items that have not been applied.
What is the Unapplied Cash/Credit Report?
500
Two of the options in this criterion are "No current/renewed policies" and "All clients regardless of policies".
What is the Condition of Policies criterion?
500
This area allows the user to change the font of a label.
What is the Properties box?
500
This allows the user to deselect clients from receiving a mass mailing.
What is the Preview/Edit results before processing option used for?
500
These are the 3 options that can be selected for the output when creating a marketing report.
What are generating a letter, adding an activity and/or adding a sticky note?
500
Displays a summary of all receivables, premium payables and broker/producer payables for a single bill.
What is the Billing Register report?