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Insurance Report with Data Sources

This report will allow you to run a comprehensive report on compliance, by selecting Insurance as your data source and linking both Documents and Vendors. 

Step 1: Select the Reports tab. 

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Step 2: Select the + to create a new report.

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Step 3: Add 'Insurance' as the main data source. 

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Step 4: Add 'Documents' as a linked data source. You can also link 'Vendors' to compile a comprehensive report on compliance.  

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Step 5: Select the columns you would like to see. 

Step 6: Add any filters you would like and select 'Run Report'. 

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