AMS360 - Book of Business Report

Amanda Crawford

Created Mar 24, 2025

AMS360 - Book of Business Report

8
1

Click the 360 Toolbox menu

Click the 360 Toolbox menu
2

Select Classic Reports

Select Classic Reports
3

Select Policy Book of Business (under the Customer/Policy Group)

Select Policy Book of Business (under the Customer/Policy Group)
4

Under Business Unit, make sure that all three options are selected

Under Business Unit, make sure that all three options are selected
5

Under Full Term Selection, select "From Full Term Premium Entered for the Policy"

Under Full Term Selection, select "From Full Term Premium Entered for the Policy"
6

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

Export to a spreadsheet by clicking File --> Create CSV
Well done!
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