How to Download and the Schedule APP Cancellation Report
Make how-to guides like this one in a snap.

Amanda Crawford

Created Feb 08, 2025

How to Download and the Schedule APP Cancellation Report

23
    a

Dashboard

12 Steps
1

Click on Policy Transaction

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
2

Click on Policy Transaction Detail

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
3

Click on Toggle Filters

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
4

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

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
5

Under "Policy Transaction Date Cancellation Date" select "is in the month."

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
6

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

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
7

Click on Run

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
8

Click on Explore actions (gear icon)

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
9

Click on Download (⇧ + CTRL + L)

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
10

Name the report "APP Cancellation Report"

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
11

Select All results

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
12

Click on Download

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.

#

Schedule

15 Steps

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

13

Click on Explore actions (gear icon)

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
14

Click on Schedule (ALT + CTRL + S)

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
15

Name Schedule "APP Cancellation Report"

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
16

Add the email recipients, use commas for multiple addresses

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
17

Select XLSX

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
18

Under Trigger, select Repeating interval

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
19

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

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
20

Toggle Filters

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
21

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

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
22

Click on Policy Transaction Data Download Date

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
23

Select "is any time"

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
24

Click on Policy Transaction Data Transaction Type and make sure it's set to "is equal to Cancel Conf."

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
25

Toggle Advanced options

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
26

Under Limit, select All Results

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
27

Select Save All

This image is temporarily unavailable

Our servers may be down. Try waiting a few minutes before refreshing the page.
Well done!
Create how-to guides like this in a snap. Get Tango now.