Using Standard Reports

Overview

Looking for a quick, simple way to export your data? Standard Reports are preconfigured reports that let you retrieve common datasets without building a report from scratch. This article will walk you through the basics of using Standard Reports in AMS+.

IN THIS ARTICLE

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Basics of Standard Reports

There are six categories of Standard Reports available in AMS+:

1. Sales Records
2. Servicing Records
3. Agency Records
4. Tasks & Communications
5. Audit
6. Commission

Sales Records

If you’re using Sales Records to manage leads, prospects, or renewals, these reports provide insights into their statuses, pre-policies, and other key data.

Servicing & Agency Records

These reports are organized by Record Type, with one or more preconfigured reports available per type:

Record type	Report details
Groups	Group, Group Notes
Individuals	Individual, Individual Notes, Individual Relationships
Policies	Policies, Policy Coverages, Cross Sell, Annualized Premium & Application Submissions
Agents	Agents, Agent/Agency, Agent Contracts, Agents Licenses Report
Carriers	Carrier Products
Activities	Activities

Servicing Records

Agency Records

Tasks & Communication

These reports allow you to export history logs for key communications and task-based interactions. You can review:

• Activity history (e.g., task assignments and completions)
• Call-making activity tied to the Phone Dialer - for Sales Records only
• SMS text message delivery statistics - for Sales Records only
• Call recordings for all inbound and outbound calls made using the Phone Dialer - for Sales Records only

Audit

AMS+ logs modifications to Individual records. You can access this information through the Individual Audit Report, which shows:

• Who made a change
• What was changed
• When the change occurred

Learn more about the Individual Audit report.

Commissions+

If you’re using the Commissions+ Add-On, Standard Reports allow you to:

• Find missed commissions
• Project future commissions
• Download agent statements
• Review payment activity

Learn more about commission reports and statements.

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Set report criteria

Before running a report, you’ll need to define basic filters—called report criteria—to tailor your results.

How to get started

1. Select report criteria to filter the data.
2. Select ‘Run CSV Report’. Your report will download immediately.
3. Review your data.
4. Update or refine your report criteria as necessary. To start over, select the 'Reset' button.

Note: Running the report with no criteria will include ALL data.

Examples of report criteria include

Report Criteria	Usage
Dates	Filter records by a specific date range. Some date fields allow selection by month.
Address	Filter by state, zip code, radius, county, or area code. Based on the primary address.
Email & Phone	Include only records that match specific email or phone values.
Custom Fields	Add custom field columns to your report. To filter by these, use Custom Reporting.

For more customization, see Custom Reporting.

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Report Permissions

Your assigned Security Group permissions determine both which reports you can access and what data you can see.

Permission type	What it controls
Assigned only	Restricts data visibility to only the records assigned to you. Example: If set for “Policy,” your report shows only policies assigned to you.
Visible	Determines which report types you see on the Standard Reports page. If you don’t have "Visible" permissions for a type, it won’t appear. For example, if your Security Group doesn’t have ‘visible’ permissions for Policy, you won’t see any Policy or Policy-related report types on the Standard Reports page.
SSN, MBI, DOB	Controls your ability to include Social Security Numbers, Medicare Beneficiary Identifiers, or full Dates of Birth in reports. Without permissions, DOBs are masked.

Need help updating your Security Group settings? Contact your account administrator or refer to our article on Security Group permissions.

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Common questions

Do I need to fill out every field?
No. Any field left empty or not selected will not be used to filter report criteria. All data will be included unless you make a selection.

How do I run a birthday report for people turning 65 this month?
Determine the birth year and month for the individuals turning 65. Then, run the Individual report with a date range set within two dates (beginning date and end date). You won’t be able to run the report by the person’s age.

If you want to save the report and re-use it, add additional criteria, or set dynamic dates, please use Custom Reporting.

Why can’t I view certain reports?
Everyone is assigned to a security group. Security groups determine the types of data that you have permission to view.