How to Download and the Schedule APP Cancellation Report

Amanda Crawford

Created Feb 08, 2025

How to Download and the Schedule APP Cancellation Report

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Dashboard

12 Steps
1

Click on Policy Transaction

Click on Policy Transaction
2

Click on Policy Transaction Detail

Click on Policy Transaction Detail
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 Date Cancellation Date" select "is in the month."

Under "Policy Transaction Date Cancellation Date" select "is in the month."
6

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.
7

Click on Run

Click on Run
8

Click on Explore actions (gear icon)

Click on Explore actions (gear icon)
9

Click on Download (⇧ + CTRL + L)

Click on Download (⇧ + CTRL + L)
10

Name the report "APP Cancellation Report"

Name the report "APP Cancellation Report"
11

Select All results

Select All results
12

Click on Download

Click on Download

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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)

Click on Explore actions (gear icon)
14

Click on Schedule (ALT + CTRL + S)

Click on Schedule (ALT + CTRL + S)
15

Name Schedule "APP Cancellation Report"

Name Schedule "APP Cancellation Report"
16

Add the email recipients, use commas for multiple addresses

Add the email recipients, use commas for multiple addresses
17

Select XLSX

Select XLSX
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Under Trigger, select Repeating interval

Under Trigger, select Repeating interval
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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
20

Toggle Filters

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

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

Click on Policy Transaction Data Download Date
23

Select "is any time"

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

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

Toggle Advanced options
26

Under Limit, select All Results

Under Limit, select All Results
27

Select Save All

Select Save All
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