Customer Documents Report

The Customer Documents Report lists your customers alongside their insurance and credit application status, with links to each customer's attached documents.

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Note: Reports can only be viewed by organizational users who have been granted relevant permissions.

To view the report, head to the Reports Page Head via links available on the Left Navigation Bar and click on the Customer Documents Report. This opens up the report in a new tab. Clicking a customer row opens that customer in a new tab.

The table

Column	Description
ID	The customer number.
Name	The customer's company name.
Insurance	Whether the customer has complete insurance information on file (liability/policy option, carrier, and policy number all set). Hover for the carrier and policy number.
Insurance Expiry	The insurance policy's expiration date.
Credit Application	Whether a credit application is on file for the customer.
Credit App Expiry	The credit application's expiration date.
Documents	Links to the customer's attached documents (for example, insurance or credit application files). Shows -- when none are attached.

To download the report, use the Export control at the top right corner of the page (see Viewing and Generating Reports). Use Refresh to reload.