This article describes how to create, save, and run a report from TAM for integration with Fuse. You should only need to create your saved report once. After that, you can run and upload your saved report on an regular basis.
In this article:
Creating and Saving Your TAM Report - (one-time setup)
Exporting Your Report from TAM - (for ongoing integration)
Creating and Saving Your TAM Report
In TAM, click "Reports" on the left sidebar.
From the top file menu, choose "Options" and switch to TAM's "Classic" report mode.
TIP: If you've already created this report in the past and you need to re-create it today, please delete any pre-existing versions of the report before you continue. You can do this by clicking the "User Defined" button on the left sidebar and...
In the "Report Type" box, select "User Defined Reports".
In the "Report Choices" box, locate any/all versions of the Agency Revolution report, right-click each one and delete it (this is to avoid any confusion with the new version you're creating – when done there should only be 1 version to run!)
On the left sidebar, click the "Search" button.
At the top, click the "Report Selection" tab.
In the "Report Type" box select "Customer"
In the "Report Choices" box select "Policies - Current"
For output type, select "User-Defined"
Click the "Criteria" tab.
Set every criteria to "All", "Both" or "Each Time Found" (only 1 of these options is available per criteria)
TIP: If you see a criteria that is not already set to one of the desired values, it's easy to change. Just double-click it, then look on the right sight of the report window and clear all special criteria shown there. Then save the change and it should reset that criteria to something like "All" by default)
IMPORTANT: You must set Record Listings to "List Each Time Found" or you will end up with inaccurate customer data in Fuse
Select the "Description" tab
You may leave the description blank or enter a description if you'd like. This is optional.
Select the "Fields/Sort" tab
If there are already items in the field selection area (the box on the right side) clear them all out.
Add all of the fields listed below. This is done by clicking a field in the box on the left side, then clicking the "Select" button to pull it over into the "Fields Selected" box on the right.
TIP: You will be adding fields from 3 different sections: Policy Data, Customer Data, and Contact Info. To switch between these sections, click the dropdown menu labeled "Data File Choices".
-Conglomerate Customer Number
-Policy Effective Date
-Policy Expiration Date
-Date First Written
-Policy Customer Service Rep
-Line of Business
-Select "Issuing Company" in the list of available fields on the left, then use the dropdown selector below the list of available fields to select "Lookup Name". Then add the Issuing Company field again to your list of selected fields. It should now appear in the list of selected fields as "Issuing Company (Lookup)". Next, add the fields below...
-Customer Zip Code
-Phone - Business
-Phone - Residence
-Phone - Fax
-Marketing opt-out (Sometimes called "Skip in Search")
-Contact Full Name
-Contact First Name
-Contact Last Name
-Contact Zip Code
-Primary Phone Type
-Primary Email Type
-Primary Email Address
-Method of Contact (Sometimes called "Contact Method")
-Relationship to Client
Click "Run" in the upper-left corner.
When prompted, name the report "AR Customer Export", set the Default Output Destination to "Excel - Raw Data" and continue.
You will now find your Saved Search in the "User-Defined" section, under "User-Defined Searches."
Exporting From TAM
Your TAM report may be run and uploaded to Fuse up to once per day (a minimum of twice per week is recommended to ensure your data is up-to-date for campaign purposes).
From the TAM Reports screen, click "User Defined".
In the "Report Type" box, select "User Defined Searches".
In the "Report Choices" box, select the report (it should be named something like "AR Customer Export").
In the "Output Type" area, make sure "Excel Raw Data" is selected (it should be selected by default).
Click the "Run" button in the upper-left corner.
When prompted to choose a filename...
The first time you run the report:
Choose "Send output to a new filename"
Enter the filename as "AR Customer Export"
Every time after that:
Choose "Send output to an existing file".
Select the pre-existing filename from the list of options
After the report runs, you will be asked whether you want to open the file in Excel. Choose "No" (you don't need to open it in Excel.)
Your report is now ready to upload to Fuse!