Export Policy Bordereau

How to Export a Policy Bordereau

A policy bordereau is a comprehensive report that provides detailed information about multiple policies in a structured format. Follow these steps to export a policy bordereau:

Step 1: Filter Policies

1. Select the Policies tab from the sidebar
2. Click the Add Filters button to open the filter menu
3. Select your desired filter criteria from the available options
4. Click Add Filter to apply your selected criteria
5. The filtered results will display only the policies matching your criteria

Step 2: Access Export Options

1. Click the Actions dropdown in the top right corner
2. Select Export Bordereau from the dropdown menu

Step 3: Configure Export Settings

1. Verify that the policies you want to export are selected

2. Export Bordereau between dates (Optional):

   • Enter a Period Start date
   • Enter a Period End date

3. Save as Preset (Optional):

   1. Click the Save as Preset button to save your current field configuration
   2. Enter a name for your preset in the popup dialog
   3. Click Save to save the preset or Cancel to close without saving

4. Add Fields to Export: Click on any field tags in the “Add Fields to Export” section to include them in your export

5. Reorder Fields: Drag and drop the selected fields in the “Reorder Fields for Export” section to change the column order

6. Click Export Bordereau to generate and download your export

   

Step 4: Download the Export

The bordereau file will be automatically downloaded to your computer based on your browser’s download settings once you click Export Bordereau.