Note: You must create your custom fields and filters before creating and importing the Client List Report

Creating the Client List Report:

Select Account

1.1. Right-click Client List 

1.2. Select Copy Report To





Check the My Reports checkbox

2.1. Rename the list to Rocket Referrals Client List and click Finish



Go to My Reports.

3.1. Select Rocket Referrals Client List.



Modify the criteria as set out below

Note: Some accounts will not have all of these criteria fields as options in their EPIC account



Region > All
Agency > All (Change if multiple agencies)
Branch > All  (Change if multiple branches)
Department > All (Change if only doing personal or commercial line clients)
Profit Center > All  
Account Lookup Code > All 
Account Name > All
Client Type > Insured
Policy Type > Both for all types: Agriculture - Personal (Change if excluding certain policy types)
Account Status > Active
Inactive Date > All
Inactive Reason > All
City > All
State/Province > All
Postal Code > All
County > All
Country Code > All
Account Agency Defined Options > All 
Date Entered > All
Related Account Code > All
Record Listing > Each Time Found
Parameter Page > Exclude parameter page (Make sure the parameter page is set as exclude)
Conditions of Policies > At least one current/renewed policy
Date of Birth > All
Account Address Site ID > All

Select Layouts



5.1 Select Client List Report and Select the pencil icon



Delete all headers and footers except the Details field.

Delete all of the values except Account Lookup, Account Name and Primary Email Address.



7.1 Use the navigation folders to find the appropriate fields and drag selected fields below to the Detail field.


Fields will be in the following folders to grab and put on the report. 

Client List Folder
Branch Code 

Servicing Role Folder > CSR or Producer Folder (These can also be renamed to different titles)
Code

Client Folder
Account LookUp Code (You only need to grab this if you deleted it in the detail values)
Account Name  (You only need to grab this if you deleted it in the detail values)

Client Folder > Contact Folder
Primary/Main Business Contact
Contact Type   

Client Folder > Primary Address
Address Line 1
Address Line 2
City
State/Province
Postal Code 

Client Folder > Contact Folder > Contact Name
Informal Name 

Client Folder > Primary Contact Folder
Full Name
First Name
Middle Name
Last Name
Primary Email Address  (You only need to grab this if you deleted it in the detail values)

7.2. Click Save All (multiple disc icon) to save the report. 



Select Delivery Options
8.1. Select the pencil icon** to edit the current user



Delete out any content in the Printer field and email fields

Note: You may need to uncheck the Notify Only checkbox first

9.1. Check the Save to Disc checkbox

9.2. Save the file as a Microsoft Excel Workbook (.xlsx)
9.3. Select a location to save and click Finish**



Click Save at the top-right

10.1. Select actions and generate the report.and then select Actions > Generate Report. 

Save again to your computer and then open the file to make sure data looks correct.



Upload/Import Report



Note: You will need to create your custom fields and filters for this report before continuing with the import.**

Map the report according to the criteria below

Note: If you are uncomfortable mapping the fields below, please contact Rocket Referrals' support (888.978.8325) for assistance.



Next Step: Book of Business Report

Once imported, proceed on to the next report: Applied EPIC: Creating Book of Business Report