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Reports filter: Effective Date Filter in Book of Business and Created Date Filter in Personal Data Book

In the Book of Business Reports, Effective date filters have been added based on policies. Click on the policy count, view the list of policies below in table format. Click on filter and scroll down to effective date and select the date range and click on apply. You will get the policies with the selected date range.

 

 

In the Personal Data Book, Created Date filter has been added based on contacts. Click on the contact count, view the list of contacts in table format. Click on filter and scroll down to the created date and select the date range and click on apply. You will get the contacts with the selected date range.

 

 

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