Account Activity with Ins. Premium

[Guest AdminFL]

Does anyone have an Account Activity Report with an Insurance Premium column?

[Tom Poje]

just what do you mean by 'account activity' report? Do you mean summary of account? or is there a particular report you like and you simply want a modification of it? should be easy to do.

[Guest AdminFL]

The Account Activity Report is located in QT's Summary of Accounts-Detail and is called "Activity." I was hoping to find reports modified by others on the web-site (as FDP previously had) but I couldn't find anything. If nothing like that exists, then yes I need to modify a report. I will contact QT for assistance in modifying a report.

Thank you

[Tom Poje]

you didn't indicate how familiar you are with modify reports.

all you should have to do is open the report in Crystal, go under

details and @distramt, the formula is:

{RPTEEACCT.DISTRAMT}+{RPTEEACCT.LNDISTRAMT}+{RPTEEACCT.PREMAMT}+{RPTEEACCT.HARDA

T}

+ {RPTEEACCT.HARDALLAMT} + {RPTEEACCT.INSVCAMT}

delete

{RPTEEACCT.PREMAMT} from this expression and add it as its own item under details. subtotal for lines 6a, 3 and 2

and grandtotal for the footer.

do the same for shares.