How to Download and Schedule the APP New Business Report

Amanda Crawford

Created Feb 08, 2025

How to Download and Schedule the APP New Business Report

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    a

Dashboard

13 Steps
1

Click on Policy Transaction

Click on Policy Transaction
2

Click on New Business Transactions

Click on New Business Transactions
3

Click on Toggle Filters

Click on Toggle Filters
4

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

Under "Policy Transaction Data Download Date" select "is any time."
5

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

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

Click on Run

Click on Run
9

Click on Explore actions (gear icon)

Click on Explore actions (gear icon)
10

Click on Download (⇧ + CTRL + L)

Click on Download (⇧ + CTRL + L)
11

Name the report "APP New Business Report"

Name the report "APP New Business Report"
12

Select All results

Select All results
13

Click on Download

Click on Download

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Schedule

16 Steps

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

14

Click on Explore actions (gear icon)

Click on Explore actions (gear icon)
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Click on Schedule (ALT + CTRL + S)

Click on Schedule (ALT + CTRL + S)
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Name Schedule "APP New Business Report"

Name Schedule "APP New Business Report"
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Select Email

Select Email
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Add the email recipients, use commas for multiple addresses

Add the email recipients, use commas for multiple addresses
19

Select XLSX

Select XLSX
20

Under Trigger, select Repeating interval

Under Trigger, select Repeating interval
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
22

Toggle Filters

Toggle Filters
23

Click on Policy Transaction Data Download Date

Click on Policy Transaction Data Download Date
24

Select "is any time"

Select "is any time"
25

Click on Policy Transaction Data LOB Origination Date

Click on Policy Transaction Data LOB Origination Date
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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."
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Toggle Advanced options

Toggle Advanced options
28

Under Limit, select All Results

Under Limit, select All Results
29

Select Save All

Select Save All
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