Running an Expiration Report in Hawksoft

Hawksoft Set-Up Guide

Select “Reports” then “Advanced Reports”  

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“Report Generator” will open in a new window

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Click “<New Report>” under “Create a New Report”

The “Policy Type Filter” window will open

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To run a report for all policies that will be expiring during the determined time frame:

Select “All Policy Types” under “Policy Types”

Select “Policy” under “Report By” 

Click “Next” 

 

The “Report Generator Filters” window will open

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Select “Expiration Date*” under “Filter 1” then select the date range needed

“Filter 2” and “Filter 3” are left blank 

Click “Next” 

 “Filter 4”, “Filter 5” and “Filter 6” are left blank 

Click “Next” 

 

The “Report Layout” window will open

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Click “Add/Edit”

 

The “Add Report Filters” window will open

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Under “Client Information” select the following fields:

Named Insured-Last

Named Insured-First

Business Name

Business DBA Name

 

Under “General Policy Information” select the following fields:

Company

Policy #

Expiration Date

Policy Title

 

Click “OK” then “Finish”

 

The report will open once completed

 

*A variety of Filter and Fields can be used to run more precise reports. These instructions are for a basic Expiration Report.  We recommend that you tailor the Filters and Fields to your agency’s report needs.

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