Related Articles
Birthday Report
You are able to check for clients with birthdays which fall in a certain period, in Durell. To run the report, follow the steps below. From the Durell front screen, click on the “Reports” button and then on the “Client” tab. Select the option that ...
Running the Bordereau
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 By clicking 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 ...
List Policies Report
From Durell’s front screen, click on “Reports”, then the “Life” tab. Highlight the “List Policies” report and click “Proceed” A new window will appear, where you can input your required report criteria. Type in your required date range for the report ...
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 ...