Contents Reports: Creating an Excel SOL

From the Overview section in the claim file, scroll down to Documents:

Excel SOL

Excel 

How to create an excel report for contents: (see image below)

1. From the Overview section scroll down to Documents 
2. Click Generate Report 
3. Click Excel Report 
4. Select Items by Disposition 
5. Select the appropriate disposition 
6. Click Next 
7. Enter a Title for this report. 
8. Select Encircle Schedule of Loss 
9. By default, the items with a matching disposition will be selected. 
10. You deselect, if needed, by unchecking. 
11. Click Generate Report.

The report will process and be available for viewing and downloading by clicking on it from the Documents area, in the Overview Section. 

November 30, 2020 20:30