Creating a "Schedule of Loss"

From the Overview section scroll down to Documents:

1. Click Generate Report. 
2. Click Excel Report.
3. Select Items by Disposition.
4. Select the appropriate disposition.
5. Click Next.
6. Enter a Title for this report.
7. Select Encircle Schedule of Loss.
8. By default, the items with a matching disposition will be selected.
9. You deselect, if needed, by unchecking.
10. Click Generate Report.

The report will process and be available for viewing and downloading by clicking on it from the Documents area, in the Overview Section.

Updated July 20, 2022 14:35