Does anyone know if there is a way to pull a list of everyone who has received a specific Premium? I can run the Premium Appeal report, but that only gives me a total, and I'm hoping to get a list of who exactly received the special gift. I can pull a list based on criteria of being eligible to receive the premium, but not everyone who was eligible actually received the gift (some declined). Thanks for any advice!
Hi Julia, I am also looking for a similar solution. Did you have any luck?
Hello Nicholas and Julia,
I am ALSO looking for such a report, and stumbled across your posts. Were either of you able to find something?
Thanks!
Kyle Thompson