Setting Up Accounts > Running Account Reports

Running the Insured Accounts Report

The Insured Accounts report generates an alphabetical list of insured accounts, including the account guarantor's home phone number and current balance.

Sample Report

To run the Insured Accounts report:

1. Select Reports > Account > Insured. The Output Options window is displayed.

2. Select an output and click OK. The Account List Report window is displayed.

3. In the Account Names section, click the drop-down arrows to select the starting and ending names you want in the report.

4. Select Include Inactive Accounts to include inactive accounts in the report.

4. In the Account User Codes section, type the user codes you want to include or exclude from the report.

5. If you selected the Merge Letter Expert output option, the Letter Expert Template ID field is active. Click the drop-down arrow to select a template from the list.

6. If you are exporting the report to Excel, the following options are selected:

7. Print Raw Data:Print Raw Data:Each piece of data in the report is placed in a separate column on the Raw tab.

8. Print Formatted Data:Print Formatted Data:The report information is displayed in the same manner as if it were sent to the printer on the Formatted tab.  

Deselect an option if you do not want that type of data to display. If you leave both options selected, the report information is displayed on two tabs in the Excel spreadsheet.

7. Deselect Include Color/Shading if you do not want shading on the report.

8. Click OK.