Report Recipe: Upcoming renewals/expirations

This article provides a step-by-step guide to running a specific report. 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 upcoming renewals/expirations

To quickly create this report:

1. Open Quick Reports.

2. Click + New Report.

3. Select the Policy category, and choose Active Policies.

   1. (Optional:) Change the Report Title, as desired.

   2. (Multi-office agencies:) Choose the Policy Office(s) to include in this report, or choose "No Office Set" to include all policies regardless of office.

4. Click Run Report.

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

5. Click the Report Filters button at the top-right of the report.

6. Choose Expiration Date as your filter.

7. Choose the Start Date and End Date as desired. All policies set to expire or renew on or between the Start and End Dates will appear in the report.

8. Click Apply.

   You now have a report of all active policies which are set to renew or expire inside your chosen date range.

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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