Applied Users Forums

General Topics => Reports => Topic started by: Jeff Zylstra on May 11, 2018, 10:04:31 am

Title: The "First Written" field in Transaction Searches
Post by: Jeff Zylstra on May 11, 2018, 10:04:31 am
I'm trying to group policies by the "first written" date that shows in the invoice template for each policy screen, but nowhere I can find in the report data fields.  I'm using the Search - Transactions to pump out raw data to Excel for each invoiced item, but I can't seem to add the "first written" field as data in the output.  Any ideas on how to get that to show?
Title: Re: The "First Written" field in Transaction Searches
Post by: Jan Regnier on May 11, 2018, 10:37:38 am
Jeff - if you go to Policy Data (Data File Choices) on that report Date First Written is there....to select to put in "fields selected"....does that work for what you are trying to do?
Title: Re: The "First Written" field in Transaction Searches
Post by: Jeff Zylstra on May 14, 2018, 11:19:38 am
Doh!  Apparently I couldn't see the forest through the trees.   Making it much harder than it had to be.  Thanks, Jan!