Update MAR Personnel Extract Report

Note: This update represents only a portion of the AMS360 24R1 release. Please navigate to AMS360 2024 R1 Release Notes to review other enhancements and fixes that were part of this release.

With this release, the "Customer" tab within the Personnel Extract report in My Agency Reports (MAR) now includes the filter for "Other" and also shows 'Other" within the Personnel Type column. Users will also see primary and non-primary Business Types listed for all employees.

• From My Agency Report, select the Personnel Extract Report, choose your report criteria, and then click "Run":

  

• Once the report has run, click on "Personnel Extract" and go to the Customer tab:

  

  • From here you can go to the Filters button and click on "Add Filters":

    • Current Personnel Type:

      • Exec

      • Rep

      • Sales Center Rep

      • Other

  • If you select "Other," the report will only show Employees who have "Other" listed in their Current Personnel Type:

    

• When looking at the report as a whole, before filters or even with filters added, within the Personnel Type of Business Column, all employees will have their Business Types listed (whether primary or non-primary) for the employee: