If you want to reduce the number of policies listed in any report, you may use the quick filter to screen out unwanted policies. Go to Tools and select Quick Filter, or click on the Quick Filter icon on the toolbar. The Quick Filter can be used on any standard or custom report. It can even be used on another filtered report. Tools>Quick Filter
The quick filter allows you to restrict the policies displayed based on the following key fields: Policy Number, Match Description, Jurisdiction Assigned to, Company Code, Misc 1, Premium Type, Source Premiums, and Premiums.
