How to Use Momentum AMS Interactive Reports

Momentum AMS Interactive Reports provide powerful tools to help you analyze and manage your agency’s data. Here’s a step-by-step guide to access and use these reports effectively.

Step 1: Accessing Interactive Reports

1. Log into Momentum AMS using your credentials.
2. Navigate to the left-hand menu and click on Interactive Reports.
3. Reports are grouped by categories such as:
   • Policies
   • Insureds
   • Quotes
   • KPIs
   • Production and Revenue, and more.
4. To make navigation easier, click the star icon next to frequently used reports to favorite them for quick access.

Step 2: Filtering Data

1. Open the report you want to analyze.
2. Use the filter options to refine your data by criteria such as:
   • Line of business
   • Policy type
   • Location
   • Effective date
3. Apply the filters to focus on the most relevant information, minimizing unnecessary data.

Step 3: Sorting Data

1. Click on any column header (e.g., Premium, Commission, Effective Date) to sort the data.
2. Select ascending or descending order, depending on what you want to highlight.
3. Sorting is especially useful for quickly identifying top performers, such as agents, lines of business, or high-value policies.

Step 4: Viewing Summary Totals

1. Look for the dollar sign icon ($) at the top of the report.
2. Click it to view quick summary totals for metrics like:
   • Total premiums
   • Total commissions
   • Total policies
3. This feature provides an instant snapshot of key financial performance data.

Step 5: Visualizing Data with Graphs

1. Click the graph icon to create visual representations of your data.
2. Choose from options like:
   • Bar charts
   • Pie charts
   • Line graphs
3. Use graphs to spot trends, compare performance, or present data in a more engaging format for your team.

Step 6: Drilling Down into Data

1. Many reports include hyperlinked values (blue text) that allow you to drill down into specific data points.
2. For example, clicking on a renewal total for general liability policies will open a detailed list of policies contributing to that figure.
3. Drill-downs help you:
   • Investigate discrepancies in data, like unusually high or low premiums.
   • Review the specifics of each policy, customer, or transaction to ensure accuracy.

Step 7: Nesting Data for Additional Insights

1. Nesting is an advanced drill-down feature that organizes data hierarchically.
2. Start with a primary grouping, such as line of business.
3. Add a secondary grouping, such as business type (e.g., new business, renewals, rewrites), to further break down the data.
4. Once nested, a plus (+) symbol will appear next to each group. Click the symbol to expand and view the additional layers of detail.
   • Example: Expanding "General Liability" under "Line of Business" shows new, renewal, and rewrite policies within that category.
5. Nesting is useful for uncovering deeper trends and relationships in your data, allowing for more targeted analysis.

Step 8: Exporting Reports

1. Once your report is configured, click the export icon in the toolbar.
2. Choose your preferred export format:
   • Excel
   • PDF
   • CSV
3. For small datasets, the file will download instantly. Larger datasets will be emailed to you.
4. You can also schedule exports to automate email delivery of reports for recurring use.

Tips for Using Interactive Reports Effectively

• Combine filters, sorting, and nesting to tailor reports to your specific needs.
• Use drill-downs to investigate details and ensure data accuracy.
• Regularly update your favorites list for quick access to your most-used reports.
• Leverage graphs to visualize data for easier communication and analysis.

By mastering these steps, you’ll unlock the full potential of Momentum AMS Interactive Reports. Whether you’re monitoring performance, spotting trends, or making data-driven decisions, these tools provide the insights you need to drive your agency’s success.

If you have any questions or need help, reach out to the Momentum AMS support team.