Insurance Company Address & Phone List

Run an Insurance Company Address & Phone List to obtain a list of the active records in your Insurance Company editor, along with their address and phone number. In addition, the responses to your user-defined fields can be optionally included.

Run This Report

1. Open the Report - Home ribbon bar > Reporting section > Reporting > Insurance > Insurance Address & Phone List > Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Reports" for details.

   

2. Report Type - Choose to run a Summary report or a Detail report.

   Summary - This report includes only the insurance company name, address, and phone number on the report (as shown in the example at the top of this topic).

   Detail - This report also includes the insurance company name, address, and phone number. In addition, the headings of the user-defined fields from your Insurance table appear in under the Address column, and the responses to those fields appear under the City, State, Zip column.

   

3. 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 continue with the printing options.

4. 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 "Use Report Results" for details.

More Information

Use Arrows to Re-sort Report - While viewing the report on your screen, use 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.