AMS360 - New Business Report

Amanda Crawford

Created Mar 24, 2025

AMS360 - New Business Report

7

1

Click the 360 Toolbox menu

Click the 360 Toolbox menu

2

Select Classic Reports

Select Classic Reports

3

Select Transaction Report (under the Monthly Group - New Business Report Monthly Description)

Select Transaction Report (under the Monthly Group - New Business Report Monthly Description)

4

Under "Transaction Date Range," click Select Dates

Make sure Transaction Type below shows New business

Under "Transaction Date Range," click Select Dates

5

This date range will be the previous full month

Example: if today is 3/23/2025 you would select From: 2/1/25 and To: 2/28/2025

This date range will be the previous full month

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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