MAR Report Change List

Note: This update represents only a portion of the AMS360 23R1 release. Please navigate to AMS360 2023 R1 Release Notes to review other enhancements and fixes that were part of the release.

The My Agency Report (MAR) items noted below include new elements.

MAR Business Unit has Status filter for Business Units (Active, Inactive or All):

• Reports:

  • Book of Business

  • Customer Analysis

  • Production Analysis

  • Customer / Policy Extract

  • Personnel Extract

  • General Ledger

  • Subsidiary Aged Ledger

  • Active Clients

MAR Policy Expiration adding selection criteria to the report:

• Filters added for:

  • Business Unit

  • Company

  • Personnel

MAR Active Client adding selection criteria to the report:

• Filters added for:

  • Business Unit

  • Personnel

MAR Subsidiary Aged Ledger adding business unit filtering as a pre-selection:

• Filter added for:

  • Business Unit

MAR General Ledger Report:

• Columns added for:

  • Customer Acquisition

  • Customer Business Origin

  • Customer Referral Name

  • Customer Referral Location

• Pre-filters added for:

  • BU fields

  • Type of GL accounts

    • Balance sheet accounts

    • Income and expense accounts

    • Range of Account - show beginning and ending account numbers boxes

    • Specific Account Number