Insurance Statements Export
Export reports to Excel
After designing the rows and checking, before the reports are issued, the user can export the report to Excel. The export is performed by the user from the Insurance Statement Cards across Process and Export.
Once the report is issued, it is no longer possible to export the file to Excel.
The system creates an xls file in the structure and with the column names defined for the report in the Definition of a report for an insurance company
Change Report Type (Changes)
The output of changes to excel is two-line:
1.row = new (current) values, the row contains all fields according to the report definition
2nd row = original values, system to of the row writes only the value of the field where it found the change
Example:
Extension of Financing Contracts No. 5000009 and No. 5000019 including insurance contracts.
The exported change file contains a double line for each contract.
On the top line is the current content of the field, after extension 6/30/2018
In the second row, the old value is filled in only for the fields where the change occurred, i.e. Expected termination date: 31.1.2018
When adding a value to a field that was originally empty, the change report to xls will enter the text in the 2nd row Empty.