Endorsement ID's in Reports

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Jon Collis

21 August 2014 13:44

I would like to be able to add endorsement ID's into reports.

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• Official comment

  

  Rob Symonds 14 June 2017 11:06

  Hi,

  There is now a column in reports called "Record Endorsements" - it's a CSV list of the endorsement identifiers.

  Thanks,

  Rob.

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  John Price 03 September 2014 14:17

  I assume you mean the Identifier text, set when creating an Endorsement?

   

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  Jon Collis 03 September 2014 14:54

  That is correct. I need to be able be bring the ID's in (1, 5, 7, etc)

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  John Price 13 October 2014 08:48

  HI,

  Currently adding [Underwriting.Conditions] or [Underwriting.Endorsements]  brings in the entire block, including the Ids.  So, are you asking that if you used [Underwriting.ConditionIds] if produced a list ID1, Id2, ID3    as a string of Ids.?  or something else?

   

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  Nicky Robinson 14 October 2014 10:20

  Hi John, I just tried this in a report and it didn't work ... is this for reports or for documents?

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  John Price 23 October 2014 01:13

  Ah, sorry about that... I misread your problem.. Those tags only work in documents, i'm afraid.

  In your report, are you expecting a list of endorsement ids. e.g.   id1, id2,id3  as a single piece of text?

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  Nicky Robinson 23 October 2014 13:10

  I can't speak for Jon, but that is how I'd envisage them being on my reports, all concatenated in one field.

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  Mark Williams 23 October 2014 14:43

  I would like to see options to include ID's or Headers if possible.

  I believe there is already a feature request similar to this one.

   

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  Dee Coleman 06 January 2015 10:49

  Hi

  We would really like this option too please, sometimes at renew a new insurer takes over the book of business. As we process our renewals a month in advance sometimes the correct endorsements are not added. If i could run a report every few days that had the endorsements included i could pick up any potential errors before the paperwork is sent out.

   

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  Permanently deleted user 06 January 2015 12:26

  Hi

  I would love to see this feature too. would help a lot.

  Ben

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  John Price 17 February 2015 09:33

  HI Mark, When you say headers; what do you mean?

  I am thinking this is a line of text FIRE1,BUILD2  etc of the endorsement identifiers.  Do you mean that this might be:

  There cannot be an open fire, Building must be made of brick

  ?

   

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  Mark Williams 17 February 2015 10:02

  Hi John, I would like to see the 3 parts of the memoranda to be available separately in reports. ID, header and body. In a report column I would like to be able to request UnderwritingMemoranda.ID which would list the ID's of all attached memoranda in a comma separated list.
  
  Ideally this feature should be available for all parts of memoranda and conditions.
  
  hope this helps.

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  Natalie Williams 06 October 2016 16:11

  I really needed this today.... is it still being considered?

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