AMS360 - Activity Report

  1. 1. Click the 360 Toolbox menu

    Click the 360 Toolbox menu

  2. 2. Select Classic Reports

    Select Classic Reports

  3. 3. Select Activity List (under the Customer/Policy Group)

    Select Activity List (under the Customer/Policy Group)

  4. 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. 5. Export to a spreadsheet by clicking File --> Create CSV

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