Versions Compared

Old Version 2

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Tip

If you have switched from legacy checks to standard format checklists for renewal negotiations (available from AgencyCloud 12.153+) ,
this does not apply - click here for more information
Standard format checks are available from AgencyCloud 12.153+

From main menu:

  • Click Reports and select Power Reports

  • Click report type and select Renewal Negotiations

  • Outstanding checks can be added to the report criteria

  • To show renewals where checks are outstanding, select is true

  • To show renewals where checks are not outstanding, select is false

  • Select any other required renewal negotiation criteria and click Run Report

Example report

  • This report returns details of renewal negotiations that have started/being negotiated that have outstanding checks

...