Custom Data Exporter

When you purchase the Custom Data Exporter, the Data Center installs the software for you. Once installed, Custom Data Exporter appears in the Secured Item List found in Security Group Setup. The Feature name is "All Centers" and the Task name is "Menu - ToolBox: Launch Programs...Custom Data Exporter."

Initially, only users with Owner security rights can see the Custom Data Exporter on the Launch Programs menu. However, your agency administrator can set security rights for additional users.

From the 360 Toolbox, or the Toolbox menu on a data entry form (if available), click Toolbox > Launch Programs > Custom Data Exporter. The Custom Data Exporter form appears.

A data set is a pre-defined selection of fields and parameters. The Exporter includes eight standard permanent data sets. You can purchase additional customized data sets by contacting Customer Support. You can also create your own data sets.

New Data Sets

Rather than having to repeatedly set up the same fields and parameter selections, you can save common selections as a new data set. When they are no longer useful, you can delete them.

Only the data sets you add can be deleted. The data sets you create can only be modified and saved once. After saving it the first time, you cannot modify it again. You will have to create a new data set.

Custom Data Sets

Custom data sets can be designed to meet your agency's specific needs. The Custom Programming Group reviews your data set inquiry, and before any work begins, you will receive a written estimate.

Data Set Selections

The AMS360 Custom Data Exporter includes the following permanent data sets:

Active Customers with No Active Policies

Fields
Account Name Active Address 1 Address 2 Business Since Business with Agency City County Customer Branch Customer Broker Customer Business Phone Customer Cell Phone Customer Department Customer Division Customer Executive Customer Fax Phone	Customer Firm Name Customer Full Name Customer Group Customer Number Customer Notation Customer Representative Customer Residential Phone Date of Birth DBA DUNS Number Email Exclude from Marketing Fed ID Number Firm Name DBA Is Broker's Customer?	Known Since Marital Status Master Customer DBA Master Customer Firm Name Master Customer Full Name Master Sub Type Occupation SIC SSN State Type Customer Type Entity Web Address Year Employed Zip

Birthday Data

Fields
Account Name BDay Birthday BDay First Name BDay Full Name 1 BDay Full Name 2 BDay Gender BDay Last Name BDay Middle Name Cust Active Cust Address 1	Cust Address 2 Cust City Cust DBA Cust Firm Name Cust Firm Name DBA Cust Full Name 1 Cust Full Name 2 Customer Number Cust State Cust Zip Code	Executive First Name Executive Last Name Exec Short Name Rep First Name Rep Last Name Rep Short Name

Certificate Information

Fields
Account Name Active Branch Cert Description Cert Issue Date Cert Type Cert Number Contact Name	Customer Number DBA Department Desc of Ops Division Firm Name Cust Firm Name DBA Full Name Cust	Group Holder Address 1 Holder Address 2 Holder City Holder Name 1 Holder Name 2 Holder State Holder Zip Code

Commercial Contacts

Fields
Account Name Active Address 1 Address 2 Business Phone Cell Phone City Contact Name County	Cust Broker Cust Exec Cust Firm Name Cust Full Name Cust No Cust Rep DBA Email Fax Phone	Firm Name DBA Is Director Is Officer Pager Phone Res Phone Responsibility State Title Zip

Company Personnel

Fields
Active Business Phone Company	Email Fax Phone	Name Position

Customer Policy Information

Fields
Account Name Active Address 1 Address 2 Agency Commission Bill Address 1 Bill Address 2 Bill City Bill County Bill Method Bill Name Bill State Bill Zip Billed Premium Business Since Business With Agency City Company Cust No Company Type County Cust Branch Cust Broker Cust Bus Phone Cust Cell Phone Cust Department Cust Division Cust Exec	Cust Fax Phone Cust Firm Name Cust Full Name Cust Group Cust No Cust Notation Cust Rep Cust Res Phone Customer Type Date of Birth DBA DUNS No Email Entity Type Exclude from Marketing Fed ID No Firm Name DBA Full Term Premium Is Broker Customer Is Continuous Known Since Marital Status Master Cust DBA Master Cust Firm Name Master Cust Name Master/SubCust Type Occupation	Parent Company Payment Method Payment Plan Policy Branch Policy Broker Policy Department Policy Division Policy Eff Date Policy Exec Policy Exp Date Policy Group Policy LOB Policy Notation Policy Number Policy Rep Policy Status SIC SSN State Total Cost Underwriter Web Address Writing Company Year Employed Zip

Customer Policy Profile

This set of information is for current term basic policies; it also provides additional customer data. The report includes the premium amount and agency commission per policy. Totals reflect all current and advanced invoices.

Fields
Account Name Active Address 1 Address 2 Agency Commission Bill Address 1 Bill Address 2 Bill City Bill County Bill Method Bill Name Bill State Bill Zip Billed Premium Business Since Business With Agency City Co Type Company Cust No County Cust Bus Phone Cust Cell Phone Cust Department Cust DBA Cust Fax Phone Cust Firm Name Cust Full Name Cust Group	Cust No Cust Res Phone Date of Birth DUNS No Eff Month Eff Year Email Exclude from Marketing Exp Month Exp Year Fed ID No Firm Name DBA Full Term Premium Is Broker Customer Is Continuous Known Since Marital Status Master Cust DBA Master Cust Firm Name Master Cust Name Master/SubCust Type Occupation Parent Company Payment Method Payment Plan Pol Eff Date Pol Exp Date Policy Branch	Policy Broker Policy Department Policy Division Policy Exec Policy Group Policy LOB Policy Notation Policy Number Policy Rep Policy Status Question 1 (changes to question text after export) Question 2 (") Question 3 (") Question 4 (") Question 5 (") SIC SSN State Total Activity Total Claims Total Claims Closed Total Claims Opened Total Cost Total Losses Type Cust Type Entity Underwriter Web Address Writing Company Year Employed Zip Code

Personal Dependents

This set of information is available for personal customers and their dependents. It includes data entered in the Dependents section of the Customer data entry form. You can filter the information for all Active or Inactive customers.

Fields
Account Name Active Bus Phone Cell Phone Cust Broker Cust Exec Cust Firm Name Cust Full Name Cust No	Cust Rep DBA Depd First Name Depd Full Name Depd Last Name Depd Mid Name DOB Email Fax Phone	Firm Name DBA Married Occupation Pager Phone Relationship Res Phone Year Employed

1. Click New on the Data Set Selection section's menu bar. The Custom Data Exporter window expands to show data entry fields below the Data Set Selections section.

2. Select the Data Set Type on which to base your new data set (e.g., Commercial Contacts, Personal Dependents, Birthday Data).  The Data Set Type determines which fields are available to be added to the data set.

   See the Permanent Data Sets section of this topic for a list of the data sets that are provided with the Custom Data Exporter.

3. In the Make Available To section, specify whether you want this new data set viewable only to you (User Only) or to the entire agency (Agency).

4. Give your new data set a name. Make the name meaningful so others can tell what this data set includes.

5. Click Add on the section menu. Your new data set is added to the Data Set Selections grid.

6. Click Save.

If you have not created a new user-defined data set yet, see the instructions above on Adding a New Data Set.

The first time you save a new data set, the field and parameter selections you made are saved. However, the data sets you create can only be modified and saved once. After saving it the first time, you cannot modify it again. You must create a new data set.

You cannot edit the permanent data sets that come with the Custom Data Exporter.

1. In the Data Set Selections grid, click the name of your data set to open it for modification. The Custom Data Exporter - [Data Set Name] window opens.
2. In the Select Fields section, select one or more fields to include in the data set. These fields represent the columns of your report. The options available in the Select Fields section vary depending on the permanent Data Set Type used to create your new Data Set.
   
   Tips for using Select Fields...
3. Set the parameters of your data to narrow your selection, so you see only the data you need to see. Parameter options vary depending on the data set you are using.
   
   Parameter Options by Data Set...
4. Expand the Export Data section to set the destination and file type for your data.
   
   Export Data Selections...
5. Click Export Data to export the data to the application of your choice.

You can only delete data sets that are user defined. The permanent data sets that come with AMS360 cannot be deleted. Also, if you create a new data set and designate it as User Only, only you can delete it.

If you designate your Data Set as Agency, anyone with security rights to Custom Data Exporter can delete it. To delete the Data Set:

1. Select the Data Set in the grid. Click anywhere but the Name link. (Clicking the Name link opens it for modification.)

2. Click Delete on the  Data Set Selections section menu.