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

Amanda Crawford

Created Feb 04, 2025

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

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    a

Dashboard

10 Steps
1

Click on Book of Business

Click on Book of Business
2

Click on Book of Business Detail (Looks)

Click on Book of Business Detail (Looks)
3

Click on Toggle Filters

Click on Toggle Filters
4

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

Make sure that "Active" is the only option selected under "Policy Data Policy Status"
5

Click on Run

Click on Run
6

Click on Explore actions (gear icon)

Click on Explore actions (gear icon)
7

Click on Download (⇧ + CTRL + L)

Click on Download (⇧ + CTRL + L)
8

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

Under Filename, title the document "APP Book of Business - Policy Master"
9

Select All results

Select All results
10

Click on Download

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)

Click on Explore actions (gear icon)
12

Click on Schedule (ALT + CTRL + S)

Click on Schedule (ALT + CTRL + S)
13

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

Name the Schedule "APP Book of Business - Policy Master"
14

Select Email

Select Email
15

Add email recipients, use commas for multiple addresses

Add email recipients, use commas for multiple addresses
16

Select XLSX

Select XLSX
17

Under Trigger, select Repeating interval

Under Trigger, select Repeating interval
18

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
19

Toggle Advanced options

Toggle Advanced options
20

Under Limit, select All Results

Under Limit, select All Results
21

Select Save All

Select Save All
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