AMS360 - New Business Report

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  1. 1. Click the 360 Toolbox menu

    Click the 360 Toolbox menu

  2. 2. Select My Agency Reports

    Select My Agency Reports

My Agency Reports

  1. 3. Select New Business

    Select New Business

  2. 4. Under Date Range, select Current month minus 1 (for the previous full month)

    Under Date Range, select Current month minus 1 (for the previous full month)

  3. 5. Click on Run Report

    Click on Run Report

  4. 6. Export to a spreadsheet by selecting the XLS icon under Actions

    Export to a spreadsheet by selecting the XLS icon under Actions