Insurer Statement Report
NEW: Insurer Statement You can now access the Insurer / Broker Statement from within the insights module. Here is a quick recording of where to access this report: Insurer Statement Report . (The recording has no sound). Go to insights, select Reports and then choose the Financials section. There is a re…
How to export a report to Excel
To export a report to Excel * Hover the mouse anywhere over the a table or visual, within a report. * The below sub menu appears and you select the ... icon. * Menu opens, select Export Data. * Save as a File Format of your preference, and Select Export. Note: It is worth mentioning that the report has t…
