Exporting Insurance Schedules to a Spreadsheet
For multitenant environments, the following setup can be performed only by administrators of the parent company. Setup and updates for individual companies can be performed after the initial setup is completed. See Setting Up Insurance for Individual Companies.
To export insurance schedules to a spreadsheet
- View the insurance schedules for a plan. See To display insurance schedule versions for a plan.
- Click the Export link.
The insurance schedule opens in Microsoft Excel.