Editing report / bordereaux - one case, three insurers

I am currently attempting to set up a report for one of our insurers, WR Berkley. Within the particular scheme, I have a case which has EL and PL cover with WR Berkley, legal expenses with a second insurer and CAR cover with a third insurer.

Having selected the insurer I wish to run the report for, WR Berkley, I have selected the fields I need. However as you will see from the screenshots attached, the legal expenses and CAR cover premiums are appearing on the report, whereas in fact they should be reading as zero.

How do I reference the only insurer I require? How do I create an "If" statement in my formulae?

If I am unclear, please let me know and I'll try to explain my problem in a different way.

Many thanks in advance.

Screenshots for WR Berkley Report.docx

Colin Kippin 23 August 2013 08:00

Hi Richard,

Is the Legal Section always with DAS - if it is then that would be better on its own bordereau as does not need to show all of the other sections.

Is the CAR always with HSB or can that be WRB as well ?

Regards

Colin

Colin Kippin 23 August 2013 08:03

I notice that you have now raised a support ticket for this - will deal with that under the ticket now and mark this one as answered

Editing report / bordereaux - one case, three insurers

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