TAM Reports

TAM Reports enables you to run and print reports that summarize selected agency data and activity. By selecting criteria, you can run each report in a variety of ways, creating a report as broad or specific as necessary.

Currently TAM Reports is undergoing a reports engine upgrade. During this process, both TAM Reports and TAM Classic Reports will be available. TAM Reports opens by default and many reports are available from this area. Any reports greyed out in the list are only available from TAM Classic Reports. TAM Classic Reports function as before, and by default only the reports that were not converted display. To view all reports in classic mode, select Options > Show All Reports.

Important! All Month-End, User Defined, and reports with an output of Queue Report must be done in TAM Classic Reports.

To access TAM Reports, at Home Base click the Reports button.

The TAM Reports screen is made up of the following elements. Click a link to jump to the description.

• Reports Menubar
• Reports Button Bar
• Report Selection Tab
• Criteria Tab
• Description Tab
• Fields/Sort Tab

Menubar

The menubar contains four options: File, Options, Wizards, and Help.

Sub-options available for each of these areas are listed below.

File

• Reports: Select from the list of standard reports.
• Searches: Select from the list of standard searches.
• User-Defined: Select from the list of User-Defined reports/searches.
• Month-End Reports: Select from the list of Month-End reports/searches.
• Queued Reports: View the list of reports currently queued.
• Print Setup: Define printer options.
• Exit: Exit the TAM Reports program.

Options

• Run Report
• Ask Criteria, then Run
• Dequeue- View, select, and print currently queued reports (only enabled if you first click the Queue button).
• Save Current Criteria
• Load Saved Criteria
• Open Classic Reports - Opens TAM Classic Reports. By default, only reports that require TAM Classic Reports to run display.
• Show All Reports - (Only available from within TAM Classic Reports) Makes all reports available to run from within TAM Classic Reports.

Wizards

TAM Reports contains several interactive help screens, called Wizards, which allow the user to create and run reports and searches on a step-by-step basis.

• Create a Custom Search
• Standard Reports
• User-Defined Reports
• Data Searches
• Marketing Letters/Notes

Help

The following options are available from the Help menu.

• TAM Reports Help: View TAM Reports online help.
• Print Memory Check: This feature is for use under the direction of the Applied Systems Support Department for troubleshooting purposes. View the name, type, contents, and status of each currently defined variable and variable array, as well as the number of variables defined, the number of bytes used, and the number of additional variables available. (TAM Classic Reports only)
• Print Database Status: This feature is for use under the direction of the Applied Systems Support Department for troubleshooting purposes. View table and index file information for the current TAM Reports environment. (TAM Classic Reports only)
• Setup Information: View information regarding the location of TAM files and the amount of memory used.
• About TAM Reports: View TAM Reports program specifications and copyright information.

Button Bar

Nine buttons are available on the TAM Reports button bar. Click the desired button to access the program option. The function of each button is summarized below.

• Run: Click to run the selected report or search. Choose to view the report output on the screen or send it to the printer.
• Reports: Click to display the following standard reports in the Report Type window.
• • Management: Reports related to agency policy activity and production.
  • Accounting: Reports related to client transactions and company payables.
  • Activity: Reports related to Activity File entries.
  • Claims: Reports related to claims.
  • Forms: Reports related to forms, such as applications, binders, and change requests.
  • General Ledger: Financial and voucher reports related to the agency's financial status.
• Search: Click to display the following search groups in the Report Type window. (TAM Classic Reports only)
• • Search - Customers: Search customer data, including activity, attachment, claim, contact, policy, and transaction information.
  • Search - Prospects: Search prospect data, including activity, attachment, contact, and policy information.
  • Search - Files: Search broker, company, employee, finance company, lienholder, producer, or vendor information.
  • Search - General Ledger: Search General Ledger account balance information as well as information on deposits, withdrawals, and journal entries.
  • Search - Miscellaneous: Access searches that do not fall under any of the preceding four categories.
• User-Defined: Click to display the user-defined reports in the Report Type window. Any pre-defined TAM report or search can be saved as a user-defined report. (TAM Classic Reports only)
• Month-End: Click to display and run the Month-End accounting and management reports installed in TAM. (TAM Classic Reports only)
• Queue: Click to display and run queued reports. (TAM Classic Reports only)
• Dashboard: Click to access Dashboard Reports. (TAM Classic Reports only)
• Exit: Click to exit the TAM Reports program.

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