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Support #806

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Report for Accounting

Added by Greg Krabbenhoft 2 months ago. Updated 2 months ago.

Status:
Merge with Production
Priority:
Immediate
Start date:
02/18/2025
Due date:
02/19/2025 (about 2 months late)
% Done:

0%

Estimated time:

Description

Tina requires a 1 time report for all of 2024. Please see the attached spreadsheet and create a custom DB query for this to be completed. When complete, please paste the query into the ticket so either George or myself can run it against the live database.

We do not have the ability to determine if the policy is a renewal, so please disregard that field, and for the client identifier please use the ID field of the user table (user_id field in the policies table)


Files

Database report.xlsx (9.5 KB) Database report.xlsx Greg Krabbenhoft, 02/18/2025 06:41 PM
report.csv.zip (3.78 MB) report.csv.zip George Howington, 02/21/2025 12:12 AM
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