Productivity Tip

Personal reports cover many aspects of reports you can run on clients, as opposed to running reports on aspects of the Practice. Personal reports cover such reports as Member List - a simple spreadsheet style view of results of a query - 1 client per line. The Member Details report summarises a client's situation - assets, liabilities, income, family details and so on. Some brokers who use a paper file print this off and use it as a fly sheet. In Version 5.0, it's now very easy to include family members in the various policy schedule reports.