Renewals Checklist Report

Renewals Checklist Report

1. From the Durell front screen, click on “Reports” and then select the “Renewals checklist” report. Click “Ok” to run it
   

        

1. You can set the report criteria in the new window which will appear
   

1. By clicking the “Policy selection” button, you can filter your report by including or excluding policies based on business type, insurer and a number of other options, as seen below.
   

1. Once you have entered any filtering options, click “OK” and the report will be generated for you. The renewals checklist will be populated by any policies which have an ‘end date’ which falls within your specified date range.