Dependent/Derivative Reporting in Adhoc
INSZoom has introduced a new way to manage the grouping of the main applicant and their dependents to display together in an AdHoc Report.
First, go to 'Reports' in the main left menu, then 'INSZoom Reports'. Next, click on 'Adhoc' in the reports menu:
Click 'Add Template' to create the new adhoc report. Find, and select, 'Corporation of Main Applicant' and 'Main BNF ID':
Add any other input and output columns that you'd like. Once done editing the template, click 'View Report'. From the drop-down, you can choose to select all corporations, including family data, or you can select a specific corporation and select 'Include Relative Data':
Go ahead and download the report. You'll see any family members of the main applicant listed as 'Individual Client' and they will have a matching BNF ID as the main applicant: