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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

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