Has any other teams come across this type of request for details on a Report? Recently our Admin team entered a ticket on behalf of our Legal team requesting for one list of all Policies that were not only Active but also in Retired Status, providing the date when it was Retired. I found this Article helpful, Can I generate a report of what policies are Active during a specific time frame? Perhaps ‘Additional Information’ can be added mentioning which properties and data elements are included, which differs from the Active Documents Report available through the Admin Menu. PolicyStat team please Reference Ticket 00312165 .
Reports - Policies Active During a Specific Time Frame - Request for Active and Retired Status
@Denny Chlebek Thank you for your suggestion! The article is updated to include the report fields.
Commented by: Lorrie Yalla