Generating a Master Cover Report

A Master Cover Report can be generated to provide a complete overview of a master cover, detailing settings and linked resources.

The following areas are included:

• General Information
• Insurers
• Distributor Associations
• Limits
• Deductibles
• Rates
• Validation Rules
• Insuring Conditions
• Taxes & Fees

Note: Each section is only included if you have the necessary view rights for that section.

1. In the main menu, select Product Design, then select Master Covers.  A list of all available master covers is displayed.

   

   Tip: By default, only Active master covers are displayed.  Clear the filter in the Status column to view all master covers.

2. Click a link in the Name column to open the master cover to the General Information page and open the Screens widget.  If there are a large number of available master covers, see the Using Grids section for help on finding the appropriate master cover.
3. Click Master Cover Report at the bottom of the page.
4. A standard Save/Open dialogue box appears, the file can be saved as an Excel document, or opened directly in Excel.
5. The different sections of the report are under separate tabs.  Select each tab to view the appropriate information.  The columns are sized for easy printing.