Scheduled Reports

Use Scheduled Reports to help you manage important information in your agency. You can schedule a report and distribute it to selected people and distribution groups at selected intervals. These reports created using this feature are run at night to avoid interfering with system performance during office hours.

To schedule a new report or edit an existing report:

On the 360 Toolbox menu, click Scheduled Reports.

To make change to an existing report for which you are the scheduler:

  1. Open the Home Center.
  2. On the Views menu, click My Scheduled Reports.
  3. Under My Scheduled Reports, click a date on the Next Occurrence column to open the Scheduled Report form in Edit mode.
 

By default, if you are in the Owner security group you can modify any existing report even if you are not the scheduler. See Security Access to Scheduled Reports below for details

Each user has his or her own security for Scheduled Reports. This is set up in the Security Group Setup form. There are three security levels for Scheduled Reports.

 

The default security access is set to Full Access for those users in the Owner security group. All other security groups, including agency-defined groups, are set to No Access. You can change these settings. For more information see Security Group Setup.

 

No Access

The Scheduled Reports selection is not available in the Toolbox menu.

Full Access

You can view all scheduled reports, and create or edit scheduled reports to which you have report access.

All means any Scheduled Report that has been set up by any user.

Report Access is determined by Security Group Setup. In order to have full access on a report you must be assigned a security group with access to this specified report.
Example If Employee A created an Expiration/Renewal scheduled report and Employee B has report access to that report and full access to scheduled reports, Employee B is able to edit that scheduled report.

User View Only

You can view, create, and edit only your own Scheduled Reports.

The following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.

Scheduled Reports

Electronic Distribution List

What are Scheduled Reports?

Scheduled Reports are automatically-scheduled lists of reports that can be distributed to pre-determined recipients. Your AMS360 security access login determines the reports available to you for scheduling. Security Access to Scheduled Reports above, for more information.

What reports can be scheduled?

The following reports can be scheduled:

  • Account Current
  • Activity
  • Balance Sheet
  • Checks to Print/Review
  • Claims Management
  • Commission Payable Statement
  • Customer Aged Accounts Receivable
  • Customer Receivable Activity
  • Direct Bill Statement
  • Expiration/Renewal
  • General Ledger
  • Income and Expense Statement
  • Policy Book of Business
  • Producer/Broker
  • Production Analysis
  • Statement of Premium Trust
  • Transaction
  • Unbilled Policies

How frequently can reports be sent?

The reports can be set to run at one of the following intervals: Daily, Weekly, Monthly, and Annually.

What is the format for scheduled reports?

Scheduled Reports can be generated in PDF or CSV (Excel) format.

How are reports delivered? How are recipients notified that a report is ready?

The report is sent as an email attachment for external users (only option available). You can also send the report via email for AMS360 users. Users are notified when the report appears on the My Scheduled Reports view on the Home Center.

Below are some of the useful reports you can use to better manage the Scheduled Reports feature.

Scheduled Report History

Provides the information about reports that have been approved and distributed. More...

Information presented on the report is:

  • The list of recipients.
  • The date the report was approved and sent.
  • The names of employees who approved the reports.
  • The format in which they were sent.

Scheduled Report Management

Reviews the information about currently scheduled reports. More...

Information presented on the report is:

  • A list of reports set up in Scheduled Reports.
  • The names of employees who created the scheduled reports.
  • The frequency that the report is run.
  • The recipient list.
  • The format in which the report is sent to each recipient.
  • The primary and backup approvers.
  • The current status of the report – Active, Suspended, Suspended Until.
 

The information presented on this report is based on the security of the employee running it.

Scheduled Reports Recipients/Approvers

Allows you to quickly identify the Scheduled Reports you are receiving, and those reports for which you are the Primary or Backup Approver. More...

Information presented on the report is:

  • The name of the report and description.
  • The frequency of the report.
  • The Primary, Backup, and Recipient of the report.
  • The delivery method, either Home Center or Email.
  • The format, either PDF or CSV.
  • The name of the person who setup the report.
  • The status (active or suspended) of the report.

Would you like to...

  1. Click 360 Toolbox, and then select System Administration > Agency. The Agency Setup form appears.
  2. Open the System Configuration options section.
  3. Set the Suspend option to On. See Agency Setup - System Configuration Options for details.
  1. Click 360 Toolbox, and then select System Administration > Agency. The Agency Setup form appears.
  2. Open the System Configuration options section.
  3. Change the settings in the Store Scheduled Report Results in field. See Agency Setup - System Configuration Options for details.

Use the My Scheduled Reports view to view and manage your scheduled reports. See My Scheduled Reports for details.

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