AMS360 - New Business Report
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Amanda Crawford

Created May 05, 2025

AMS360 - New Business Report

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Home

2 Steps
1

Click the 360 Toolbox menu

Click the 360 Toolbox menu
2

Select My Agency Reports

Select My Agency Reports
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My Agency Reports

4 Steps
3

Select New Business

Select New Business
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)
5

Click on Run Report

Click on Run Report
6

Export to a spreadsheet by selecting the XLS icon under Actions

Export to a spreadsheet by selecting the XLS icon under Actions
Well done!
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