3

Query Search

3.1

Click the Premium tab.

3.2

Click the Query button to display the Query window.

A

Criteria category. Click a category to display its criteria.

B

Criteria for the selected category.

C

Your query displays here as you build it.

3.3

Select and define the desired query criteria as defined below. Click a criteria category to see its corresponding criteria.

Policy Criteria

Administrator
Multi-select Text parameter that lets you specify one or more administrators to search.
Carrier
Multi-select Text parameter that lets you specify one or more carriers to search.
Effective Date
Date Range parameter that lets you specify a date range to search. Policies with effective dates matching your specified range are returned in search results.
Line of Insurance
Pick List that lets you specify which line or lines of insurance to search.
Office
Multi-select Text parameter that lets you specify one or more offices to search.
Policy
Multi-select Text parameter that lets you specify a policy to search.
Producer
Multi-select Text parameter that lets you specify one or more producers to search.
Treaty
Pick List that lets you specify which treaty or treaties to search.

Invoice

Due
Value Range that lets you specify a minimum and maximum due amount to search. Invoices with due amounts in this range are returned in search results.
Due is Zero
Boolean that lets you specify whether to only search for invoices with a zero due amount.
Invoice Date
Date Range parameter that lets you specify a date range to search. Policies with invoice dates matching your specified range are returned in search results.
Paid
Value Range that lets you specify a minimum and maximum paid amount to search. Invoices with amounts paid in this range are returned in search results.
Premium Aging
Pick List that lets you specify payment buckets to search. Invoices with amounts due in the selected payment buckets are returned in search results.
Report Period
Value Range that lets you specify a date range to search. Invoices with reporting periods in the specified range are returned in search results.

Receipts

Premium Applied Date
Date Range parameter that lets you specify a date range to search. Invoices with premiums applied within the specified range are returned in search results.
3.4

Make any changes to the query as needed by clicking the criteria's Edit button in the Criteria pane.

A

Expands all query criteria items.

B

Collapses all query criteria items.

C

Removes all criteria from the query.

D

Lets you edit the currently select criteria.

E

Deletes the currently selected criteria.

3.5

If you want to keep the query to use again, click Save to Favorites to display the Save to Favorites window. Give the query a name in the Name field and click Save.

3.6

Click Execute to run the query.

3.7

If you want to run an existing query, click Open Favorites, select the query and click OK, then click Execute.