We currently have a report that runs each Wednesday. The report is to pull 10% of the Fully Insured Business processed for the week. It is report named "reportCUS317" I would like to see a couple of things different for this report.
1. Have it run each Monday Morning instead of Wednesday.
2. Have the report emailed to Kim Halfmann and Suzann Sharp (she is a new hire starting 5-25 for Medical Records processing)
3. Limit the pulled contracts to agents that are not on the QRP list already.
I need it... | Month |