AM Best Online Help

Create State Summation

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

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

 

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

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

   2. Select the State List tab.

• Select list items for your State Summation:

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

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

   3. Select the states. 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 states for the summation, click the Summation button.
      The Custom List Manager opens to the States 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 State Summations:

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

• Use the Summation in BestLink:

Use state summations in Advanced Search and Custom Reports.

 

See Company Summations

See Line Summations