Run an Insurance Company
Create insurance company list - Create and maintain your list of insurance company records with the Insurance Company
Home ribbon bar > 
Reporting > Insurance > Insurance Address & Phone List > Run. (You can also search for the report you want to work with.)
Click Reporting from the Reporting section of the Home ribbon bar.
Expand the Insurance reports section (if needed), and select the Insurance Address & Phone List. Then click Run.
You might also be able to run this report or form from your Recent Reports or Quick Reports list.
Report type - Choose to run a Summary report to include only the insurance company name, address, and phone number on the report (as shown in the example at the top of this topic). Choose the Detail report to include additional information from the insurance company record.
In the Detail report, the headings of your user-defined fields appear in under the Address column, and the responses to those fields appear under the City, State, Zip column.
Choose the report type:
Example detail report:
View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the 
Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.
Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.
Use Arrows to Re-sort Report - Click the up / down arrow to the right of a column heading to re-sort the report according to that column’s criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again.
Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.
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