Report Recipe: Clients without an active policy (lapsed but previously active)

Customers without an active policy, clients with no active policy, clients without a policy, clients with no policies, clients with zero policies, customer with only expired policies

This article provides a step-by-step guide to running a report for clients that do not currently have an active policy, but previously had one. See Report Recipes for a list of more guides to running particular reports.

Once you run your report, the following articles will help you leverage the data: Customize, Summarize, and Filter Report Data and Saving and Sharing Report Data.

Report of clients without an active policy (lapsed but previously active)

To quickly create this report:

1. Run an All Clients Quick Report.

   1. Open Quick Reports.

   2. Click + New Report.

   3. Select the Client category, and choose All Clients Report.

      • Optional: Change the Report Title, as desired.

      • Conditional: If your agency has multiple offices, choose the Client Office(s) to include in this report, or leave blank to include all clients regardless of office.

   4. Click Run Report.

      A detailed report of all clients opens in a new browser window.

2. Add the Active Policy Count and Inactive Policy Count columns.

   1. Click Columns.

   2. Click Add Column and type-along to search for the Active Policy Count column.

   3. Click Add Column again type-along to search for add Inactive Policy Count column.

   4. Click Apply.

3. Summarize the report by clients with 0 active policies.

   1. Click ∑ Summary.

      The Summarize Report dialog opens.

      A summary report of clients by active policy count opens.

   2. Type-along to find and select the Active Policy Count from the Column drop-down and click Summarize.

      A summary report of clients by active policy count opens.

   3. Click the number of items next to the 0 in the Active Policy Count column.

      A detailed report opens in a new tab of all clients with 0 active policies.

4. Filter the report for clients with inactive policies.

   1. Click Filter, then select Inactive Policy Count from the drop-down.

   2. Select Greater Than in the Condition section, then type 0 into the Type Number box.

   3. Click Apply.

      The report is now filtered for clients with at least one inactive policy.

You now have a report of all customers with 0 active policies and one or more inactive policies, meaning they were active at one point.

From here, see Customize, Summarize, and Filter Report Data, Saving and Sharing Report Data, and Batch Actions from Reports to leverage the data in your report.

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