A.M. Best Online Help
The Field List Editor allows you to build customized field lists and add them to the selected worksheet. Create customized field lists by selecting fields from custom or standard lists, or perform a search to locate fields based on criteria entered. View the fields as a temporary -Search Results- list or save the fields as a custom list. Use the temporary field list or saved field list in Custom Reports or Advanced Search.
Important:
Field identifiers are included when adding the selected fields to the worksheet.
If you are using the Field List Editor to update a custom report, the BestLink for Excel function must be manually updated for the new selection. The report will not update the report data to reflect the new field selection until Refresh Worksheet is selected. If available, use the Custom Reports Task Pane to update the report.
Select Field List Editor from the Custom Lists group button.
Select the fields for your report using any combination of the following options:
Existing List - Choose a previously created field list from the Custom Lists, Statement, Standard Lists, or QAR tab in the Available Fields Lists section. Tab availability is determined by product subscription. Use the Expand and Collapse buttons to assist in locating the desired field list.
Select a field list from the Available Fields Lists section.
Click and drag the list from the tree view in the Available Field Lists section to the Selected Fields section.
Customized List - Create a field list using any combination of list items from the Custom Lists, Standard Lists, Statement, or QAR tabs. Use the Expand and Collapse buttons to assist in locating the desired field list.
Double-click a list from the appropriate population. The selected list populates the Available Fields section.
Select the fields
for the report. Position your mouse pointer over a field to
view field details including the Page, Column, Line information
and the long field name.
See Selecting Wizard List Items
for additional information.
Search for Fields- Search for fields for your report using any of the Find Fields options in the Tools section.
Select the desired Find
Fields option and perform the search.
The search results are placed within the Available
Fields section of the selected wizard.
Select the fields
for the report. Position your mouse pointer over a field to
view field details including the Page, Column, Line information
and the long field name.
See Selecting Wizard List Items
for additional information.
Optional: Save the fields as a Custom List using the Save as Custom List option in the Tools section.
Choose to place the fields Vertically or Horizontally on the worksheet.
Enter the cell location to place the selected fields and their corresponding identifiers.
Click the OK button.
The fields and their corresponding identifiers are added to the sheet.
The field list can be used in Custom Reports or Advanced Search.
If the field list is not saved, the fields are placed in a temporary list called -Search Results- and is available within Custom Lists.