Print reports:
To print reports, from the main menu click on Reports. A second menu will be displayed showing the different categories of reports that are available. These selections will display a second menu offering the specific reports. For example, when you choose 'Production', a second menu will be displayed showing different reports which are available.
From the reports menu you choose the report you desire by clicking on the report you desire. Depending on the report you chose, you may have the option of setting additional selection values. For example, when running an expiration listing, you will be asked for the Expiration dates you wish the renewals based on.
The real power of Amsoft comes from the next screen you will see. Displayed will be a choice to set additional selections. This allows Amsoft to be both easy to use and powerful. The ease of use is accomplished by not selecting any additional selections. This will simply give you an expiration listing for the expiration dates you requested.
However, in most agencies it is useful for reports to be based on more than one field. For example you may want an expiration list for a certain month, for a certain company and for a certain coverage. i.e.. All policies renewing in January for Aetna Casualty, that are homeowners and have a value over $200. This can be accomplished by placing a check in the 'set additional selections' box after you have entered the dates required.
When you click on 'Ok' with this box checked, a browse box will appear with all clients listed. To set additional selections, click on 'Search'. This will display your data entry screen.
Any field can be used in the search and the criteria for each field can be set to the following:
Ignore this field
Equal this field
Not equal this field
More than this field
Less than this field
Inside range starting with this
Outside range starting with this
Begins with this
Ends with this
Contains this
Doesn't contain this
Now, you may think that it would be hard to set these criteria. We believe we have made it simple by allowing you to choose the criteria by menu choice.
Lets search our records for all homeowners policies with a premium over $200.
Move your cursor to the coverage field and type HOM for homeowners coverage. You should enter the exact code you have used for homeowners. After entering the code, with the cursor still in that field, click on 'Search Type'. A menu will be displayed showing your options for this field. These options have been listed above. For now, click in the circle next to 'Equals This' and click on 'Ok'. Now let's set the premium to greater than $200. Move the cursor to premium and type in $200. While still in the premium field, click on 'Search Type' again. Your options menu will again be displayed. Choose 'More Than This' and click on 'Ok'. You have now set selections to HOM for coverage and premiums greater than $200. To begin the search, click on 'Begin Search'. You will be asked what you want to do - click on 'Select'.
When Amsoft has finished its search, you will be returned to the browse box which will now display the records which meet the criteria you have selected.
This area of the reports will greatly increase the power of Amsoft. For most reports it is not necessary to set any search criteria, but doing so will allow your reports to reflect how you do business.
By clicking on 'Print', the report will be sent to the screen for you to view. From here you may send the report to the printer by clicking on the printer icon, or clicking on the icon with a red number over it to print just that page (the number indicates the page).
If you wish to send your report to a data file, click on the printer icon and then click on 'Setup'. From here, choose 'Specific Printer' and click on the arrow to see the different options. Choose 'Generic/Text only FILE:' to send your report to a data file. The purpose of sending a report to a data file is that it can then be changed using the word processor.
When you are finished viewing the report, click on the red 'X' to return to the report menu.