How to Download the APP Book of Business - Policy Master Report
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Amanda Crawford

Created Feb 04, 2025

How to Download the APP Book of Business - Policy Master Report

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Dashboard

10 Steps
1

Click on Book of Business

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2

Click on Book of Business Detail (Looks)

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3

Click on Toggle Filters

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4

Make sure that "Active" is the only option selected under "Policy Data Policy Status"

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5

Click on Run

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6

Click on Explore actions (gear icon)

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7

Click on Download (⇧ + CTRL + L)

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8

Under Filename, title the document "APP Book of Business - Policy Master"

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9

Select All results

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10

Click on Download

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To Schedule

11 Steps

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

11

Click on Explore actions (gear icon)

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12

Click on Schedule (ALT + CTRL + S)

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13

Name the Schedule "APP Book of Business - Policy Master"

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14

Select Email

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15

Add email recipients, use commas for multiple addresses

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16

Select XLSX

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17

Under Trigger, select Repeating interval

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18

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

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19

Toggle Advanced options

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20

Under Limit, select All Results

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21

Select Save All

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