Apptivo's Insurance Tracker app is used to add and manage your insurance and get it renewed on time. Reports help you to analyze the data in a piece of clear information about it.
Steps to generate a report:
- Login and access the Insurance Tracker App from the universal menu.
- Click on the Reports on the App header.
- Under the Reports, you can view the Insurance Tracker by Insurance Type which is under the General dropdown.
- On the Insurance Tracker List, enter the following information:
- Type: Select the insurance type of the insurance.
- Start Date: Start date of the insurance.
- End Date: End date of the insurance.
- For instance, here I’m selecting the insurance type “General”.
- Click on the View Report button.
- The reports will be generated as shown below.
- You can also export the reports in .XLS format by clicking on the Export button.
- You can view the report in two ways :
- All Fields: Displays all the fields present in the Target list.
- Current View: Displays only the fields present in the Current Layout.
- The report of All Fields option. Here, you can view all the fields present in this list in the XLS format.
- The report of the Current View. Here, you can view the fields present in the current layout in XLS format.