AM Best Online Help

Create Line Summation

Summations enumerate the sum of multiple items as a single entry. When using line summations in Custom Reports, summations are only reported for whole dollar values. This feature is not compatible with percentages and ratios. Line summations are available for Best's State/Line and Best's IEE subscribers.

Rename, edit, or delete summations from the Custom List Manager.

 

• Access the Line List tab from the Create Field List page:

1. 1. Select Create Field Lists from the Manage Lists menu.  

   2. Select the Line List tab.

• Select list items for your Line Summation:

1. 1. Select a database. Standard lists from the selected database populate in the Available Line Lists section.

   2. Select a list from the Available Line Lists section. The selected list populates the Available Lines section.

   3. Select the lines. Use the type-ahead or the alphabetize features to assist in locating items.

See Selecting Custom List Items for additional information.

• Save Selected Items as a Summation:

1. 1. After selecting the items for the summation list, click the Summation button.
      The Custom List Manager opens to the Lines page. The unnamed list appears with the selected items displayed.

   2. Type a name in the Enter a new name for this list text box.

   3. Click the Save button.

The summation is available for selection in Advanced Search and Custom Reports.

• Manage Line Summations:

Rename, edit, or delete summations from the List Manager.

• Use the Summation in BestLink:

Use line summations in Advanced Search and Custom Reports.

 

See Company Summations

See State Summations