Company List Editor - Create Company List

The Company List Editor allows you to build customized company lists and add them to the selected worksheet. Create company lists by selecting companies from custom or standard lists, or perform a search to locate companies based on criteria entered. View the companies as a temporary -Search Results- list or save the companies as a custom list or company summation. Use the temporary company list or saved company list in any BestLink reporting feature.

 

 Important:

 

Select Company List Editor from the Custom Lists group button.

 

  1. Select the companies for your report using any combination of the following options:

      1. Select a company list or summation from the Available Company Lists section.

      2. Summations Only: Select the appropriate Summations option.

      1. Click and drag the list from the tree view in the Available Company Lists section to the Selected Companies section.

      1. Double-click a list from the appropriate population. The selected list populates the Available Companies section.

      2. Summations Only: Select the appropriate Summations option.

        • Select Items uses the companies contained in the summation in the report.

        • Select Summation uses the company summation in the report.

      3. Select the companies for the report. Position your mouse pointer over a company to view company details including the company type, domicile, and NAIC number.  
        See Selecting Wizard List Items for additional information.

      1. Select the desired Find Companies option and perform the search.
        The -Search Results- are placed within the Available Companies section of the selected wizard.

      2. Select the companies for the report. Position your mouse pointer over a company to view company details including the company type, domicile, and NAIC number.
        See Selecting Wizard List Items for additional information.

      1. Position the mouse pointer over the desired company.

      2. Choose Show Group Members from the right-click menu. The Available Companies section updated to display the associated companies.
        See Selecting Wizard List Items for additional information.

  1. Optional: Save the companies as a Custom List using the Save as Custom List option in the Tools, Options and Information section.

  2. Choose to place the companies Vertically or Horizontally on the worksheet.

  3. Enter the cell location to place the selected companies and their corresponding identifiers.

  4. Click the OK button.
    The companies and their corresponding identifiers are added to the sheet.

 

The company list can be used in any BestLink for Excel reporting feature. If the company list is not saved, the companies are placed in a temporary list called -Search Results- and is available within Custom Lists.