Graphical Renewal Calendar

From the Report Menu you have numerous Graphical Calendars you can access.  This particular calendar shows you in a monthly view what policies are expiring (can also be ran from the Contact's Policy window).  You can double click on the policy for a quick view of the policy or you can double click on the date to see a daily view of the policies expiring for that day (shown below).

One of the features our users absolutely love about this tool is you can click on the filter and choose what LOB you want to look at.  For example, choose CMAUTO and you'll only see the CMAUTO policies that are expiring for this month.

You can move forward by the Month or Year.

Graphical Calendars are a great way to see what's happening that month.  Where we have a graphical calendar we have one that shows a month view and one that shows a day view.  We also have a graphical calendar tied to contact Recall Dates.  We can add a graphical calendar to any date field.