Overview of Custom Reporting in AMS+

AMS+ offers powerful Custom Reporting tools to help you track, analyze, and manage your business data more effectively. With Custom Reporting, you can generate reports that give you valuable insights into your sales and servicing activities.

There are two types of Custom Reports in AMS+:

• Sales Custom Reports - Focuses on Sales Records.
• Servicing Custom Reports - Covers a wide range of servicing-related records.

Let’s break down the key differences:

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Sales Custom Reports

Sales Custom Reports allow you to analyze your Sales Records in depth. These reports help track sales performance, identify trends, and measure progress.

Key Features:

• Includes Sales Records only.
• Helps monitor new sales, renewals, and cross-sells.
• Can be displayed on the Sales Dashboard for quick access.
• Allows you to filter, group, and schedule reports for automated updates.

If your goal is to track sales performance or review sales activity, Sales Custom Reports are the best choice.

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Servicing Custom Reports

Servicing Custom Reports provide a broader look at your business by including various servicing-related records. These reports are useful for understanding client relationships, policies, commissions, and more.

Key Features:

• Includes Agent Records, Carrier Records, Group Records, Individual Records, Policy Records, Servicing Addresses, and Commissions.
• Allows you to analyze client and policy details.
• Helps in tracking commissions and payments.
• Supports advanced filtering and customization to focus on specific business areas.

If you need insights beyond sales—such as policy management, agent performance, or commission tracking—Servicing Custom Reports are the right tool.

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Choosing the right custom report

Feature	Sales Custom Reports	Servicing Custom Reports
Data Type	Sales Records only	Servicing-related records Agent Records Carrier Records Group Records Individual Records Policy Records Servicing Addresses Commissions
Use case	Track sales, renewals, and trends	Analyze policies, agents, commissions, and servicing data
Report customization	Filter, group, schedule, save, and share	Filter, group, save, and share
Dashboard access	Yes (Sales Dashboard)	No

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Get started with Custom Reporting

Creating a custom report in AMS+ is simple:

1. Choose the report type (Sales or Servicing).
2. Select your data and apply filters.
3. Customize the layout by grouping and sorting records.
4. Save and run the report as needed.
5. Schedule reports to run automatically.

By using Custom Reports, you can easily access the information that matters most to your business and make data-driven decisions.

Need help? Check out the guides on Creating Sales Custom Reports and Creating Servicing Custom Reports in AMS+.