Group #7 - Sales Made: 3 reports

Report name: wragenttranmadebypend.exe

 

 

 

 

 

 

Written sales are listed for each agent using the above report. The report is ordered by the sale (pending) date. Included is the sale type and status.

 

 

 

 

Enter the pending date range first.

 

 

 

 

Next, enter the from and to agent ID's. To print for one agent only, enter their code twice.

 

Report name: wrbranchtranmadebypend.exe

 

 

 

 

 

 

 

 

This report is used for the branches to review written business.

 

 

 

Branches to select are entered with the above prompt.

 

 

 

 

Enter the sale date range to include into this prompt.

 

Report name: wrcompanytranmadebypend.exe

 

 

 

 

 

 

 

 

 

 

Company wide sales written are listing with this company level report.

 

 

 

 

Enter the sale date range desired here.