Reports > Management - Management Tab


Run a report to view Insurance policies for an Association or group of Associations.


Step 1. Navigate to Reports >  Management - Management Tab


Step 2. Select Association Insurance from the list. 



Step 3. Complete the fields below to apply custom filters to the Report. 


NOTE- The Association filter must be selected, but all other filters are optional. 

  • Select Association- Choose the correct Association or Association Group from the drop down menu. 

  • Expire Date- Make a selection from the drop down menu to view policies due to expire soon. 

  • Carrier- Select a Carrier from the drop down menu, if needed. 

  • Active- Select Active or Inactive from the drop down menu. No selection will return all policies.

  • Sort By- Select a field to sort by, if needed.

  • Sort By 2- Select a second field to sort by, if needed.



Step 4. Click the Show Report button to view the results. 

Sample Report