Report: Insurance Export
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.
Location number, account number, deal number. (Underlined sort fields cannot be overridden.)
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).