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Percentage of Business (current accounts set only)
- From the Durell home screen click “Reports” - Select the “General” tab - Run the “Percentage of business (current accounts set only)” - Set the configuration as shown below but using your own date range for the period you wish to report on: A ...
Percentage of Business (with Pivot)
From the Durell home screen click “Reports” Select “General” tab Run “Percentage of business (all accounts sets to Excel)” Use below selection Highlight the two columns as shown below Click on the “Insert” tab Click “Pivot Table” Press “OK” when the ...
Renewals Checklist Report
From the Durell front screen, click on “Reports” and then select the “Renewals checklist” report. Click “Ok” to run it You can set the report criteria in the new window which will appear By clicking the “Policy selection” button, you can ...
Running the Bordereau (Standard to Excel)
From the Durell front screen, click on “Reports” then select and click “Proceed” on the bordereau In the new window that appears, you can filter the policies that will be displayed in your report by using the available settings making sure you select ...
Quote Conversion
From the front screen in Durell, click on “Reports” and then the “General” tab. Select the “New Business (Quote Conversion)” report and click “OK” A new window will appear that will provide you with the opportunity to tell it which Quotes to include ...