Report for Producer 2?

Started by Sara Lieser, October 06, 2011, 02:59:37 PM

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Sara Lieser

We would like to run a report for all instances of a code entered in the Producer 2 field in billing screens.  All of those that I have used so far only seem to look at the producer 1 field.  What am I missing?
Sara Lieser
Commercial CSR/Workflow
Mahowald Insurance Agency
Saint Cloud, MN
Epic 2014, 39 Users

Andrew Carrick

Which type of Report Sara? Actually I find I need to go into Searches to look for specific items like PR2.
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

Jan Regnier

Found this.....extra criteria "policy.pr2="xxx" "  Where xxx is your Pr2 Code....  Give that a try.
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio