You'll be prompted to enter **various details** based on the report request and required search parameters.
Reports can be easily downloaded in either **PDF** or **Excel** format.
Click **'GENERATE'.**
**Tips:**
- *The parameters you select, such as **Division** and **Subdivision,** will automatically populate according to the group's setup.*
- *Additionally, **'Policy'** will be referred to as **'Billing Group'** or **'Roll'** on applicable reports*