In this article

One-time Setup Instructions

  1. How to create the custom Policy List Report in Epic
  2. How to create the custom Client List Report in Epic

Ongoing Integration Tasks

  1. Uploading both reports to Fuse up to once every business day.

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One-time Setup Instructions

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Creating the POLICY LIST REPORT in Epic

  1. In Epic, go to "Reports & Marketing" and click "Policy" 
  2. Right-click "Policy List Report" & select "Create New Report"  [example]  
  3. On the "Create New Report" window...
    - Name the report: “AR Policy List Report
    - Create in... > “My Reports”
    - Click "Finish"  
    - [example]
  4. On the "Report Criteria" window, select “All”, “Both” or "Each Time Found" for every available criteria except...
    - For the "Policy Status" criteria, exclude "HIS" status.
    - For the Parameter Page criteria, exclude the Parameter Page.
  5. When finished with Criteria, click “Layouts”  [example
  6. On the "Layouts" window...
    - Click the Paper icon to add a new layout
    - In the pop-up "Add Layout" window, enter the Name: "AR Policy List Report"  
    - Click "Finish" - [example
  7. On the "Output Builder" screen...
    - Right-click and delete the "Layout Header/Footer" and the "Page Header/Footer" from the Layout (do not delete the "Details" section).  [example]
  8. Under the "Data" column on the left side of the screen, all available fields will be found organized into a folder system. Navigate through these folders to find and add the necessary fields. When you find a field, double-click to add it to the Layout. It may appear as if the fields are being added in a haphazard, overlapping manner. This is normal and expected. Please feel free to leave them that way.  It does not matter what order the fields are in, as long as no required field is missing.
     
    SUPPORTED POLICY LIST FIELDS - CLICK HERE
     
  9. After adding all required fields to the Layout, click "Save All" [example]  and close the "Output Builder" window. 
  10. Back on the Layouts list, delete all layouts except for the new "AR Policy List Report" layout you just created.
  11. Under "My Reports" (left menu bar) Click "Delivery Options" to get the "Report Recipients" window.  Select the default report recipient and click the Pencil icon to edit it  [example]
  12. In the popup "Delivery Options" window, you will choose whether to have the report (A) auto-saved to a location on your computer, or (B) emailed to you. The choice is yours:
    OPTION (A) - Have the report auto-save to your computer:

    - Make sure "Printer" is blank
    - Select “Save to Disk”
    - Save as: Microsoft Excel Workbook
    - For "Location": click the magnifying glass to select a folder on your computer where the report will be saved
    - Click "Finish"
    OPTION (B) - Get the report emailed to you:

    - Make sure "Printer" is blank
    - In the "Email" field, enter an email recipient
    - Attach as: Microsoft Excel Workbook
    - Click "Finish"
    - Enter a Subject for the email (Subject field is in the middle of the screen)
  13. Make sure "Now" is checked on the right side of the screen (not "Schedule") and Click "Actions" > "Generate Report" [example]
  14. Close the "Reports/Marketing" window 
  15. When finished, your report will be found in the folder location or email inbox you selected above.
  16. After your first successful integration, return to the "Delivery Options" for this report, change the checkbox on the right side of the screen from "Now" to "Schedule", and schedule the report to run daily at a time that works for you. Then click "Actions" > "Generate Report" to set the schedule.

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Creating the CLIENT LIST REPORT in Epic

  1. In Epic, go to "Reports & Marketing", then click "Account" > "Client List" 
  2. Right-click "Client List Report" & select "Create New Report" 
  3. On the "Create New Report" window...
    - Name the report: “AR Client List Report
    - Create in...“My Reports”
    - Add Comments if desired (optional) - Click "Finish" 
  4. On the "Report Criteria" window, select “All”, “Both” or "Each Time Found" for every available criteria except...
    - For the Parameter Page criteria, exclude the Parameter Page.
  5. When finished with Criteria, click “Layouts”  [example]
  6. On the "Layouts" window...
    - Click the Paper icon to add a new layout
    - In the pop-up "Add Layout" window, enter the Name: "AR Client List Report"  
    - Click "Finish"
  7. On the "Output Builder" screen...
    - Right-click and delete the "Layout Header/Footer" and the "Page Header/Footer" from the layout (do not delete the "Details" section). [example
  8. Under "Data Columns" on the left side of the screen, all available fields will be found organized into a folder system. Navigate through these folders to find and add the necessary fields. When you find a field, double-click to add it to the Layout. It may appear as if the fields are being added in a haphazard, overlapping manner. This is normal and expected. Please feel free to leave them that way.  It does not matter what order the fields are in, as long as no required field is missing.
     
    SUPPORTED CLIENT LIST FIELDS - CLICK HERE
     
  9. When done selecting fields, click the "Save All" Icon [example] and close the "Output Builder" window. 
  10. Back on the Layouts list, delete all layouts except the new "AR Client List Report" layout you just created.  
  11. Under "My Reports" (left menu bar), click "Delivery Options" to get the "Report Recipients" window.  Select the default report recipient and click the Pencil icon to edit it  [example]
  12. In the popup "Delivery Options" window, you will choose whether to have the report auto-saved to a location on your computer, or emailed to you.
    OPTION (A) - Have the report auto-save to your computer:

    - Make sure "Printer" is blank
    - Select “Save to Disk”
    - Save as: Microsoft Excel Workbook
    - For "Location": click the magnifying glass to select a folder on your computer where the report will be saved.
    - Click "Finish"
    OPTION (B) - Get the report emailed to you:

    - Make sure "Printer" is blank
    - In the "Email" field, enter an email recipient
    - Attach as: Microsoft Excel Workbook
    - Click "Finish"
    - Enter a Subject for the email (Subject field is in the middle of the screen)
  13. Make sure "Now" is checked on the right side of the screen (not "Schedule") and Click "Actions" > "Generate Report" [example]
  14. Close the "Reports/Marketing" window 
  15. When finished, your report will be found in the folder location or email inbox you selected above.
  16. After your first successful integration, return to the "Delivery Options" for this report, change the checkbox on the right side of the screen from "Now" to "Schedule", and schedule the report to run daily at a time that works for you. Then click "Actions" > "Generate Report" to set the schedule.

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Ongoing Integration Tasks

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Running Your Epic Reports

If you've set up your reports to be automatically saved to a file or emailed to you every day, you don't need to do anything else.  Simply locate the reports each day in the designated location and upload them to Agency Revolution Fuse!

Uploading Your Reports to Fuse

Uploading your Epic reports is easy as 1-2-3!

  1. Log into Fuse and go to your List Setup Page
  2. Click "Upload Client File" and upload your Client List Report into the pop-up window.
  3. Click "Upload Policy File" and upload your Policy List Report into the pop-up window.
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