Report: Insurance Export

Contents - Index

Report: Insurance Export

Purpose
To provide an export file for an external agent to perform insurance tracking.

How to Run
This is run from Main Menu -

- Reports. The date range is used in order to calculate amounts through the end date given.

How Sorted
Location number, account number, deal number. (Underlined sort fields cannot be overridden.)

Interface Information
After the report has been run, ALMSys will display a save dialog for the interface file. There are a number of formats available for the data to be saved under. The "ALMSys Defined Text File" layout will print on the report.

Deals that are active on the end date provided will be included.

Interface formats available: ALMSys defined text file (TXT), comma separated values (CSV), XML data files (XML), Excel data (XLS).

Internal Name
InsuranceExport