Running the Bordereau

1. From the Durell front screen, click on “Reports” then select and click “Proceed” on the bordereau
   

1. In the new window that appears, you can filter the policies that will be displayed in your report by using the available settings
   

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
   

1. You can export the report to an Excel spreadsheet by using the Envelope button in the report and then selecting “Excel 8.0” and “Disk file” as the destination.
   

 

• Related Articles

• 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 ...

• Running Renewal Report

  Go to Policies Select Documents on the toolbar Click New  Then Spreadsheet Under Select records select Policies, all records Under Data field set select Renewal Commission Press OK You can then apply filters to headings as required

• 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 ...