How do I create a new business pipeline report for an introducer?

This article shows you how to create a pipeline new-business report for a specific introducer.

From the Main Menu click on Admin > Reports.


Click on Report on new business currently being processed and then click on the Pipeline tab at the top of the screen.  You will then be presented with a list of reports, select Schedule of Pipeline cases for (Introducer)

Before you can generate this report you must first select an introducer and a date range from the data entry fields at the bottom of the screen.