quick export to excel

There are several methods by which you can quickly export data from AMS360 to Excel:

• Export from Grid

• Export to Excel

• Create CSV

Export from Grid

• Certain data grids in AMS360 can be copied from the grid, then pasted into Excel:

  • Right Click on any field within the grid

  • Click Copy from Grid

• Select Entire Grid, then click Copy

• Open an Excel spreadsheet
• Paste the data into the upper left cell of the worksheet

• You may format, filter, sort etc... as you would any Excel document

Export to Excel

• Certain data grids in AMS360 can exported to Excel:

  • Right Click on any field within the grid

  • Click Export to Excel

• You will be prompted to save the Excel file.  Select an appropriate location and click save.

• The Excel spreadsheet will open

• Click on the "2" to expand all detail

• You may format, filter, sort etc... as you would any Excel document

Create CSV

• Clicking Create CSV from the File menu exports the raw data from the selected reports to a program of your choice, such as Microsoft Excel

• Select a report from Quick Reports or Toolbox/Reports
• Select the appropriate report parameters
• Click File, Create CSV

• The spreadsheet will open in Excel as a csv file

• You may format, filter, sort etc... as you would any Excel document
• If you wish to preseve formatting, etc..., save the file as an Excel Workbook

• Experiment by right clicking on various data grids within AMS.  Many other types of data can be quickly exported by one or more of the methods listed above.

• The AMS360 Data Schedule Import/Export feature enables you to import or export key types of Policy, or Line of Business data into or out of your AMS360 database.

• A manual page for this feature is currently in development.  In the meantime, click on the following link to access Vertafore Help for this feature:  http://help.ams360.com/robohelp/robo/server/general/projects/v55174/HowTos/Policy/htUsingschedimpt_exp.htm