Insurance Reports - Export

Best's Insurance Report subscribers may select specific sections of the Best's Credit Report and Best's Financial Reports to view online or in a PDF*. This feature allows you to easily create PDFs for multiple companies and selected sections.

*Adobe® Acrobat® Reader downloads are available from the Adobe® website.

Select Insurance Reports - Export to Export Multiple Reports from the Create Reports or Best's Insurance Reports menu.

Step One: Select Companies

- Select companies for export using any available Companies List. Company selection cannot exceed 100 companies for export.
- Click the corresponding checkbox to select specific companies and Limit the search results population to only the companies of your choosing. Use the Check All checkbox to selects all the companies that populated from your search criteria.

Options:

- - Enter the desired AMB # or Company Name in the filter box and click the Filter button to quickly narrow down and locate the desired information.
  - Companies with Best's Credit Report - Click the checkbox to populate only Companies with Best's Credit Report.
  - Companies with Best's Financial Report - Click the checkbox to populate only Companies with Best's Financial Report.
  - Create - Use the Create Company Lists option to create a company list or a company summation containing the companies you want.
  - Reset Grid - Click the Reset Grid button to return to the default settings.
Step Two: Select Options - Select either Best's Credit Report and/or Best's Financial Report.

- Select sections for export using any of the Sections Lists.
  Note: Best's Credit Ratings will always be checked off by default and can not be unchecked.
- - Best's Credit Report - This report can be selected in its entirety or you can choose to customize the report and select the desired sections.
  - Best's Financial Report - This report is not able to be customized.

Step Three: Select Format

1. Select from the following Export Options:
  - Multiple PDFs - Separate file for each report
    Note: The company name will be included in the filing naming convention when multiple PDFs option is selected. This option also requires a "zip" file compression utility for proper access.

1. - One PDF with multiple companies (15 company limit)
    Note: If both Best's Credit Report and Best's Financial Report are selected, 2 separate files will be created.
  or
  - One HTML file
    Note: If both Best's Credit Report and Best's Financial Report are selected, 2 separate files will be created.
1. Optional: Type a name in the Enter File Name box.
2. Export processes the report in Excel format.

See Report Processing and Rendering for additional information.

Reports are available from the Report Manager. Multiple PDF reports are available from the Batch Reports tab and single PDF reports are available from the Individual Reports tab. My Reports also provides access to the reports from the Completed link for Individual Reports or the Zip or View links for Batch Reports.