AMS360 - Activity Report

Amanda Crawford

Created Mar 23, 2025

AMS360 - Activity Report

9

1

Click the 360 Toolbox menu

Click the 360 Toolbox menu

2

Select Classic Reports

Select Classic Reports

3

Select Activity List (under the Customer/Policy Group)

Select Activity List (under the Customer/Policy Group)

4

Indicate 7 under "Number of Days Old"

The Center should default to "Customer" and all other options should be left as "(All)"

Indicate 7 under "Number of Days Old"

5

Export to a spreadsheet by clicking File --> Create CSV

Export to a spreadsheet by clicking File --> Create CSV

Well done!

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