|CCD will automatically keep a summary of any business conducted for a particular provider as an added benefit of conducting your day-to-day business within the system. This would be useful for an ‘at a glance’ overview of the business placed with a provider for a particular month or as a discussion item for a broker’s visit.|
You may view this overview easily by navigating to it from the Main Menu click on Setup > Providers, Locate the provider concerned and click on them. Now choose the Activity tab at the top of the screen:
Within Enquiries and Pipeline you will not find a date/month box, so you can only view the information from the start of your use of CCD. Within the Written and Paid tabs, there is the ability to select the month and year. At the bottom of each page is the ability to print out each of these reports.