Overview of My Agency Reports

• Active Clients Report*

• Book of Business Report

• Broker Aged Accounts Receivable Report*

• Broker Net Balance Report*

• Cancellation Report*

• Commission Payable Statement Report

• Customer Aged Accounts Receivable Report

• Customer Analysis Report*

• Customer Net Balance Report*

• Customer Policy Extract

• Download Detail Report*

• Download Direct Bill Statement Report*

• Download Session Log Report*

• Download Unassigned Accounting Transactions Report

• Finance Company Aged Accounts Receivable Report*

• Finance Company Net Balance Report *

• General Ledger Report*

• Get Help and Support

• Lost Business Report

• New Business Report

• Personnel Extract

• Policy Expiration Report*

• Policy Locations Report

• Production Analysis Report

• Relationship Revenue Report

• Retention Report

• Revenue Recognition Report by Year

• Source of Report Data

• Subsidiary Aged Ledger Report*

• Transaction Report*

• Unbilled Policies Report

• X-Date Report*

*Indicates reports generated in real-time

Required

• Vertafore Single Sign-On (VSSO)
• AMS360 2015 or later with minimum workstation requirements

Supported

• Microsoft Windows 7, 8.1 and 10 (32-bit and 64-bit)
• Microsoft Internet Explorer 11 (32-bit)
• Google Chrome
• Mozilla Firefox
• Microsoft Edge

Because My Agency Reports requires VSSO, you need to set up access in VSSO. This task is performed by your VSSO Administrator. For information on the setup see, Connect My Agency Reports.

You can access My Agency Report in several ways:

• From the Vertafore Agency Platform Capabilities menu:
  
  
• From the 360 Toolbox menu in AMS360
  
  
• At the web site: https://reports.vertafore.com
  (You will be required to log on using your VSSO email address and password.)

The My Agency Reports Home page contains two sections: Report Templates, which lists the default and saved templates, and My Reports, which is a list of reports you’ve run using a template.

• Report Templates – Shows the default Templates that come with the reporting tool and any templates you or your System Administrator create.
  • Use it to: Run a report. You will be asked to select a date or date range depending on the type of report. After clicking on ‘Run Report’ it will show as processing in the ‘My Reports’ section. When you open the generated report you can modify it to meet your needs.
• Find a Template – Allows you to locate a Template quickly.
  • Use it to: Quickly find a template, especially when the list grows. You can search on :Name, Created By(Vertafore, Agency Admin, Me) or Type values.
• My Reports – The list of Reports you’ve run using a template.
  • Use it to: Open the report and apply sort orders, filters, hide columns, and create Summary Views of the data.
• Help – Contains options for Online Help.
  • Use it to: Find more information about My Agency Reports and specific reports.
    
    

  The report (left side of page) that is created when you click a template, is available for 5 days. The actual date the report will disappear is listed under the Expires column.

To run a report, click the Template name on the My Agency Reports Home page. The report generates and when ready appears My Reports list on the left side of the page. Click the name of the report to open the Detail View.