Reporting

Reporting features and suggested use.

  • 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...
  • Using Standard Reports
    Overview Looking for a quick, simple way to export your data? Standard Reports has preconfigured reports that you can use to quickly and easily get data. Learn more about Standa...
  • Creating Custom Servicing Reports
    Overview With your data in AMS+, you may want to know what you can learn about your book of business. Or, you may want to analyze a set of policy data or track quarterly perform...
  • Adding Filters to Custom Servicing Reports
    Overview Using Custom Reporting, you can create filters to tell AMS+ exactly what data you want to pull into your reports. The more filters you add, the more specific the focus ...
  • Adding Columns to Custom Servicing Reports
    Overview With Custom Reporting, you can specify and organize the columns that appear in your report. You can rearrange the column order, rename column headings, and summarize in...
  • Previewing and Saving Custom Servicing Reports
    Overview With Custom Reporting, you can preview your report in AMS+ before downloading it. Think of the preview like a rough draft. You're reviewing it to make sure it has the c...
  • Sharing Custom Servicing Reports
    Overview With Custom Reporting, you can share custom reports that you’ve created with others in your agency. This allows you to create a report once and then let everyone run th...
  • Best Practices for Custom Servicing Reports
    Overview As you’re creating custom reports, there are a few things you can do to ensure you get the best results. The foundation of good reporting is clean data and strategies f...
  • Individual Audit Report
    Overview In this article, you’ll learn what data is included in the report output, what that data means, how to filter the report data, and tips for using the report. IN THIS AR...
  • Group Census Reports
    Overview Open Enrollment is a busy time of the year, especially for agencies processing group renewals. Census data for group employees is often a must-have for quoting. This ar...
  • Opportunity Reports
    Overview Every agency is looking for policy gaps and additional selling opportunities. This article includes report examples that you can build and run in Custom Reporting to he...
  • [Webinar] BlocBuster Reporting
    Video recorded on February 27, 2020 What was covered: Reporting 101 and the basics of Standard Reports. A few tips to use Excel to gain unique business insights into you...