Running the Bordereau

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.