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Locate and Duplicate Canned Report: 

1. From the Epic home screen, click “Reports/Marketing” in the left navigation panel. 

2. Select “Policy” (hover over and left click once to display the default/canned reports 

3. Highlight “Book of Business – Line Book”  

4. Copy report - Click “Actions,” choose “copy report to” a separate window will open 

5. In the Copy Report window 

 

• Check the box for “My Reports” 
• Name the report: “ProfitLens BOB” 
• Add custom note in comment box if desired 
• Click Finish 

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Configure the Criteria 

1. Navigate to “My Reports” on the left menu, find your “ProfitLens BOB” and click the Edit Pencil (or double-click) to open the Criteria page 

2. Set all core criteria filters to ALL*, except for the following sections which require specific manual configurations: 

 

• Policy Effective Date – select Fixed Date Range, from - check open (leave blank), through uncheck open and enter the last day of the last month 
• Policy Expiration Date – select Fixed Date Range, from – uncheck open and enter the last day of the last month, through check open (leave blank) 
• Line Status – Move the statuses the agency is "working on" (such as In Force, etc.) into the Selected panel. 
• Account Status – Active  
• Prospective/Contracted – Contracted (NOTE: if you selected inactive accounts above then you will need to select both in this step) 
• Parameter Page – Include Parameter Page 
• Record Listing – Each Time Found 

These filters should be set to ALL: Region, Agency, Branch, Department, Profit Center, Account Lookup Code, Client Type, Policy Type, Line Type, Issuing Company, Line Premium Payable Company, Line Premium Payable Broker, Line Producer, Account Agency Defined Options, Policy Premium Billed, Policy Premium Annualized, Lines Per Policy 

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Modify Layout and Expand the Details Box 

• Click “Layouts” in the far-left column. Check the Print box only for Complete Detail. Uncheck all other layouts 

• Highlight “Complete Detail” and click the Edit Pencil (or double-click) 

• Resize Details Bar: Click the blue Details bar (it will turn green). Hover over the bottom center white box and drag it down to maximize the workspace. 

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Drag & Drop Custom Fields 

To build your custom layout, you will use the Folder Path column in the table below to find specific fields, then add them to your report layout workspace. 

Follow these steps for each row in the table: 

1. Locate the Folder: Look at the Folder Path column. Start at the Main Folder (Labeled Book of Business – Line Book). If arrow(s) are shown, double-click each subfolder in order to open it. 

2. Add Your Fields: In the Target Fields column, find the listed items. You can add them using either method below. (Note: It does not matter where you place these additional fields, as long as they land inside the Details box!) 

 

• The Double-Click Shortcut (Fastest): Ensure the Details bar is highlighted green (active). Then, simply double-click the target field to automatically send it to the Details section. 
• The Drag & Drop Method: Click, hold your mouse down on the target field, and manually drag it over into your green Details workspace box. 
• To Navigate back to any folder click the Back Arrow 

 

Folder Path	Target Fields to Drag & Drop
Main Folder (Labeled Book of Business – Line Book)	1. Line Premium Estimated   2. Line Commission Estimated
Main Folder > Policy	3. Main Policy Number   4. Branch Name   5. Department Name   6. Policy Premium Estimated   7. Policy Commission Estimated   8. Policy Premium Billed   9. Policy Commission Billed   10. Policy Premium Annualized   11. Policy Commission Annualized
Main Folder > Line	12. Profit Center Name   13. ICO Name   14. Premium Payable Name   15. Agency First Written
Main Folder > Line > First Producer	16. Producer Name
Main Folder > Client	17. Account Phone   18. Date Entered
Main Folder > Client > Primary Contact	19. Primary Email Address
Main Folder > Client > Main Business Contact >   Main Business Contact Address	20. Main Bus. Contact Address Line 1   21. Main Bus. Contact City   22. Main Bus. Contact State/Province   23. Main Bus. Contact Postal Code
Main Folder > Client > Main Business Contact >   Main Business Contact Business Info	24. Main Bus. Contact FEIN   25. Main Bus. Contact NAICS   26. Main Bus. Contact SIC
Main Folder > Servicing Roles > Primary Account Manager	27. Name

 

• In the upper left corner, select “File” and click “Save All.”  You will not get any message confirming saved.  Once it allows you to click File again, click “Exit.” You will be returned to the Layout list. 

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Set Delivery Options & Generate 

1. Click on Delivery Options in the left navigation panel, then click the edit pencil 

2. When the “Edit Recipient” box opens:

 

• Delete “local default printer” from the Printer box 
• Click the box for “Save to Disk” 
• Set the “Save As” box to “Microsoft Excel Workbook” 
• Click the magnifying glass icon next to “Location” and select where you want the report to save when generated. Enter the file name (ex. Your Agency Name BoB MM YY), Click save 

 

    3. Click “Finish” on the Edit Recipient screen 

    4. Click Save on the top toolbar 

    5. Generate the Report - On the top toolbar click “Actions,” then click “Generate Report.”

    6. Confirm your file location and ensure the type reads *.xlsx before clicking the final Save 

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Your report is now ready to submit.  

 

Email report to [email protected]