How to Download and Schedule the APP New Business Report

Dashboard

  1. 1. Click on Policy Transaction

    Click on Policy Transaction

  2. 2. Click on New Business Transactions

    Click on New Business Transactions

  3. 3. Click on Toggle Filters

    Click on Toggle Filters

  4. 4. Under "Policy Transaction Data Download Date" select "is any time."

    Under "Policy Transaction Data Download Date" select "is any time."

  5. 5. Under "Policy Transaction Data Current Policy Status" select "Active."

    Under "Policy Transaction Data Current Policy Status" select "Active."

  6. 6. Under "Policy Transaction Data LOB Origination Date" select "is in the month."

    Under "Policy Transaction Data LOB Origination Date" select "is in the month."

  7. 7. Select the month BEFORE the month the report is being pulled. For example, if you are pulling the report in February, select January.

    Select the month BEFORE the month the report is being pulled. For example, if you are pulling the report in February, select January.

  8. 8. Click on Run

    Click on Run

  9. 9. Click on Explore actions (gear icon)

    Click on Explore actions (gear icon)

  10. 10. Click on Download (⇧ + CTRL + L)

    Click on Download (⇧ + CTRL + L)

  11. 11. Name the report "APP New Business Report"

    Name the report "APP New Business Report"

  12. 12. Select All results

    Select All results

  13. 13. Click on Download

    Click on Download

Schedule

After you've downloaded the initial report, you can schedule it to continue sending updated information every month.

  1. 14. Click on Explore actions (gear icon)

    Click on Explore actions (gear icon)

  2. 15. Click on Schedule (ALT + CTRL + S)

    Click on Schedule (ALT + CTRL + S)

  3. 16. Name Schedule "APP New Business Report"

    Name Schedule "APP New Business Report"

  4. 17. Select Email

    Select Email

  5. 18. Add the email recipients, use commas for multiple addresses

    Add the email recipients, use commas for multiple addresses

  6. 19. Select XLSX

    Select XLSX

  7. 20. Under Trigger, select Repeating interval

    Under Trigger, select Repeating interval

  8. 21. Select Monthly and Send Every month on the 1st of the month at 6:00 AM

    Select Monthly and Send Every month on the 1st of the month at 6:00 AM

  9. 22. Toggle Filters

    Toggle Filters

  10. 23. Click on Policy Transaction Data Download Date

    Click on Policy Transaction Data Download Date

  11. 24. Select "is any time"

    Select "is any time"

  12. 25. Click on Policy Transaction Data LOB Origination Date

    Click on Policy Transaction Data LOB Origination Date

  13. 26. Under Policy Transaction Data LOB Origination Date, make sure it's set to "is in the past 1 complete month."

    Under Policy Transaction Data LOB Origination Date, make sure it's set to "is in the past 1 complete month."

  14. 27. Toggle Advanced options

    Toggle Advanced options

  15. 28. Under Limit, select All Results

    Under Limit, select All Results

  16. 29. Select Save All

    Select Save All