Applications Summary Report

The Applications Summary Report allows you to gather applications based on selected criteria. To create an Applications Summary Report, complete the following steps:

1. Click the Reports tab to open the Reports screen.
   
    

2. Click the Applications Summary Report link. The Application Report Criteria screen appears.
   
   
    

3. Enter your filter criteria in the available fields. Note that Level indicates the level (Agent, Group, Region, or Firm) to run the report from. Depending on your user rights, not all levels may be available. The drop-down beside level displays options based on what is selected for Level. For example, if Region is selected in Level, the adjacent dropdown displays a list of Regions you have access to.
    

4. From the Group By drop-down, select how the applications in the report are to be grouped.
    

5. From the two Sort By drop-downs, select how the applications in the report are to be sorted.
   
   

6. From the Format drop-down select if the report is to be generated as a PDF file or a CSV file (for opening in Excel).
    

7. Click the Run Report button. The report opens in a separate window, from which you can print or save.