CNA L&P - Dedicated Account Reports

What reports are available for Dedicated Accounts?

There are three statements for Dedicated Accounts:

  • Dedicated Accounts
  • Dedicated Accounts - With Date Range
  • Statement of Activities - With Dedicated Accounts

To find the reports go to Reports>Statements

 

Dedicated Accounts report example:

Dedicated Accounts - With Date Range report example:

Statement of Activities - With Dedicated Accounts report example (This report is a Statement of Activities with a list of Dedicated accounts at the end of the report):

 

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