How to Generate Reports for Claims and Clients:
- For claims, use the "Custom report" deselect "Welcome" from the type filter, Created From and To in the date range you would like to report on.
- For clients, use the "Custom Report" and deselect all account types except "Welcome" from the type filter, Created From and To in the date range you would like to report on (a welcome account is created by default whenever a client is created, so we can use these to report on your clients individually).
In terms of pre submissions, use the "List" and select "Show me accounts where the status {changed to} {your status for presubs} from {all sites} between {date range you want to report on}"
- Tonic Support
- 0 Bu dökümanı faydalı bulan kullanıcılar:
İlgili diğer dökümanlar
Usernames
Once usernames for staff/introducers have been created they are fixed. To get around this you can...
Uploading Documents to Tonic
There are three ways to get documents onto tonic: Manual uploads: Go to the customer’s...
Viewing Documents on Tonic
When trying to view documents on Tonic, make sure the popup blocker is set for the exception of...
Adding a Logo or other Image to custom letters or e-mails
You can upload a logo or other image to a service like www.postimg.org then you can follow the...
GDPR and Tonic Products
With GDPR just around the corner, we've put together this F.A.Q to clarify some points from a...
