Report: Custom Activity Report

The Custom Activity report returns information about activities logged by specific executives, representatives, and/or brokers. You can narrow your search by selecting additional parameters, such as the activity date range or line of business, as well as customer or policy notations.

The Custom Activity report is an "add-on" custom report: it is accessible only if you have purchased the custom license. For more information, please contact your agency’s account manager.

Report Selections

Group/Field	Description
Customer	If the All check box is selected, all customers are included. To search for a specific customer, remove the check mark. Enter the first few letters of the customer name and click Search to browse for your customer.
Action	Select one, multiple, or all Activity Actions from the list. Select (All) to include all Actions.
Activity Date Range	Include those Activities created within a certain date range. From the date picker, select the earliest date (From) and the latest date (To) in the range. You can also enter these dates manually.
Customer Information	Use the any of the following customer information fields to narrow the report results to the selected item(s): Executive Representative Broker Additional Personnel Customer Notation Business Unit (Division/Department, Division/Branch/Department, Division/Department/Group, etc.) Business Units available depend on which business units you have setup for your agency (division, branch, department, and/or group
Policy Information	Use the any of the following policy information fields to narrow the report results to the selected item(s): Policy Notation Type of Business
Grouping/Sorting	Grouping Select parameters to create primary and secondary groupings for the report data. For example, you can group results by Action. As a secondary grouping, within each Action group, you could group results by the Executive name associated with each Activity. You can select None if you don't want to group your results. Sort Order Indicate whether to sort results by Activity Date or by Customer Name.
Report Options	Select any or all of the following report options: Include Policy Premium (Show policy premium on the report) Include Activity Description (Show the activity description on the report) Only Backdated Activities Include only activities that were backdated one or more days. Print Cover Page Print a cover page listing the selected options. Page Break for Each Primary Group If you defined report groupings, indicate whether or not you want each grouping to begin on a new page. Optionally, you can enter a report description that indicates to you the options selected (e.g. All customers for Broker Jane Doe).

Report Fields

Field	Description
Action	The Action (e.g., form letters, billing, application) selected for the Activity.
Customer Name	The Customer firm name, DBA, and last name, first name. Depending on the customer, some or all of these names can appear.
Activity Date	Date and time entered on the Activity.
By	The short name of the employee who created the Activity.
Policy Number	The policy number to which the Activity is attached.
Policy Type	Policy Type as selected on the Create New Policy data entry form.
Parent/Writing Company	The Parent Company associated with the referenced policy.
Tran Type	Type of Transaction entered on the policy (e.g., New Business, Policy Change, Reissue, etc.).
Tran Eff Date	The effective date of the Transaction (e.g., New Business, Policy Change, Reissue, etc.).
Policy Prem	The policy premium dollar amount.

CSV Columns

CSV Columns	Description
Action	The Action selected for the Activity (e.g., form letter, billing, application).
Customer Name	The last name, first name for the customer on this activity.
Customer Csr Name	The representative name assigned to the customer on the activity.
Customer Csr ShortName	The representative short name assigned to the customer on the activity.
Customer Exec Name	The executive name assigned to the customer on the activity.
Customer Exec ShortName	The executive short name assigned to the customer on the activity.
Broker Name	The broker name assigned to the activity.
Broker ShortName	The broker short name assigned to the activity.
Customer Div Name	The division name assigned to the customer on the activity.
Customer Div ShortName	The division short name assigned to the customer on the activity.
Customer Dept Name	The department name assigned to the customer on the activity.
Customer Dept ShortName	The department short name assigned to the customer on the activity.
Active Customer	Indicates whether the customer assigned to the activity is active or inactive.
Customer Notation	The Notation assigned to the customer on the activity.
Customer Number	The AMS360 account number assigned to the customer on the activity.
Endorsement EffDate	The endorsement effective date for the policy on the activity.
Line of Business	The line of business associated with the activity.
Parent Company ShortName	The Parent Company short name assigned to the policy on the activity.
Parent Company Name	The Parent Company name assigned to the policy on the activity.
Writing Company ShortName	The Writing Company short name assigned to the policy on the activity.
Writing Company Name	The Writing Company name assigned to the policy on the activity.
Policy Number	The policy number associated with the activity.
Policy Division	The division assigned to the policy on the activity.
Policy Deprtment	The department assigned to the policy on the activity.
Policy Notation	The Notation assigned to the policy on the activity.
Policy Csr Name	The representative name assigned to the policy on the activity.
Policy Csr ShortName	The representative short name assigned to the policy on the activity.
Policy Exec Name	The executive name assigned to the policy on the activity.
Policy Exec ShortName	The executive short name assigned to the policy on the activity.
Policy EffDate	The effective date of the policy on the activity.
Policy ExpDate	The expiration date of the policy on the activity.
Policy Premium	The total pure premium for the policy (excludes fees and taxes, and any other non-premium charges) on the activity.
Transaction Date	The date of the policy transaction on the activity.
Transaction Type	The type of Transaction (e.g., New Business, Policy Change, Reissue, etc.) assigned to the policy on the activity .
Description	The description entered on the policy on the activity.
System Date	The system date assigned to the activity.
Total Cost	The sum of all the premium columns for the entire policy and non-premium rows for fees and taxes only, on the activity. Does not include financed non-premium rows or down payments. It also excludes rows where "Do not include in premium totals" is marked.
Total Billed	The total of all posted invoices displayed in the Billed Premium field on the Policy data entry form for this activity.