How to build Custom Sales Reports in AMS+

Note for Enhanced Records accounts: Custom Sales Reports are a Sales Records feature. This does not apply to your account. To check if your account is on Enhanced Records, visit the Subscription page.

This article explains how to build, run, schedule, and display Custom Sales Reports in AMS+. Custom Sales Reports let you generate industry-specific reports on your Sales Records data — for sales, renewals, cross-sells, and more — without manually slicing through pages of information.

Requirements

You must be logged into AMS+ as an Agency User or Agent CRM User.
You must be assigned to a Security Group with the Sales Enablement Visible and Reporting Visible permissions.
You must have user account Sales permissions with View enabled for at least one Record Type and User Can Download Reports enabled. Learn more.
To add Custom Sales Reports to the Sales Dashboard:
- You must be assigned to a Security Group with the Manage Users permission.

How to build a Custom Sales Report

Step 1: Select Data

In this step, you will select the data you want to include or exclude in the report output.

Go to Reports > Sales and select the New Custom button. In the action menu, select the Sales Report… option.
Name the report and choose which Record Types you want to include in it.
If you want to be able to display this report on your dashboard, check the Available for Agents to Run Report for assigned Records? checkbox.: Agents will only be able to see their own assigned Sales Records in the report.
Define the criteria that you want to use to filter the report results.: More criteria will typically net you fewer results in the report output whereas fewer or no criteria will pull in more records.
When ready, select the NEXT button to proceed to Step 2: Group Data.

Step 2: Group Data

After choosing the data you want in your report in the first step, the next step is to organize it. This involves grouping the selected data and deciding which columns to display in your report.

In the Edit Report Columns section, select and sort what you want to be displayed in the report.: You can drag and drop to rearrange the column order and remove columns by selecting the trashcan icon. You can also add additional fields as report columns.
In the Groupings section, set the report to sort on any field that is included in the report.
When ready, select the SUBMIT button.: You can now run the report whenever you want, download the CSV file, email the CSV file, schedule the report to run at a certain time, and more.

How to run a Custom Sales Report

Once you've built a Custom Sales Report, go to the Saved Custom > Sales page, find a report and select the WHAT DO YOU WANT TO DO? button.

Screenshot showing which button to click to run a custom sales report

A menu of actions will appear. Here's what you can do:

Run report: AMS+ will generate a list of all Sales Records in your account that match the report criteria. If your report returns results, you can select and bulk update Sales Records. Please note that any updates you make could trigger Automated Workflows.
Manage goal
Download CSV file: Exports a CSV file to your computer.
Download all data: Exports a CSV file with additional metadata for the records found.
Email CSV file: Sends the CSV file to a specified email account.
Email all data: Sends the CSV file with the additional metadata to a specified email account.
Schedule report: Tells the report when to run again. This action is useful if you're displaying the report on your dashboard and want it to refresh automatically.
Generate labels: Generates mailing labels for printing. Pulls the record's name and full address.
Download files: Downloads all files attached to the records in your report.
Edit report settings: Allows you to edit the report's criteria.
Copy report
Delete report

How to schedule a Custom Sales Report

Custom Sales Reports can help you stay on top of your sales activity by sending you regular updates about your Sales Records. You can set up schedules to run reports automatically — whether daily, weekly, monthly, quarterly, yearly, or on a specific date — and have the results emailed to you.

This makes it easy to track new Sales Records, see any status changes, and stay informed without needing to check manually. Just keep in mind that these reports pull data only from your Sales Records.

To get started:

If you've already built a Custom Sales Report, go to Reports > Saved Reports > Sales. If not, build a Custom Sales Report first.
In Saved Reports, select the What Do You Want To Do button next to the Custom Sales Report you want to schedule.
From the dropdown menu, select Schedule Report to open the Report Schedules page.
On the Report Schedules page, select the New Report Schedule button.
In the Email Report To field, enter the email address(es) that should receive the report.: Separate multiple email addresses with commas.
In the Date field, select the frequency option that fits your needs.: Options include daily, weekdays only, specific days, the first or last day of the month, quarter, or year, or a specific date.
When finished, select the Create Report Schedule button to save the report schedule.

After creating and saving a report schedule, the Custom Sales Report will run, and the results will be sent to your specified email address(es) based on your report schedule's settings.

How to add a Custom Sales Report to the Sales Dashboard

You can display up to six Custom Sales Reports on the Sales Dashboard.

Here's how:

Go to My Agency Settings.
Find and open Sales Dashboard Settings.
In the Dashboard Reports section, select which reports you want to show on your dashboard, and set the display format for each report.: Your display format options are Report (list format), Bar Chart, Pie Chart, Goal Chart, and Card.
When finished, select the SUBMIT button to save your changes.