Custom Report Task Pane

Update Custom Report

Custom Report Task Pane is available when the active worksheet contains a BestLink for Excel custom report containing an AMBClassic or AMBMultiSheet BestLink for Excel function formula. The task pane allows you to quickly modify companies, fields, states and lines within the custom report. Report data will automatically refresh after making changes to the report. To automatically show the Custom Report Task Pane, choose Show custom report task pane when the active worksheet contains a custom report on the General tab in User Preferences.

Access Custom Report Task Pane from the Task Panes group button.

• Change Companies

The Change Companies option allows you to update the current custom report with a new company list. Quickly modify the current list or select a new list for the custom report.

1. Click the Change Companies button.
   The Create Company List window displays.

2. Modify the company list, as desired.
   The Data Retrieval Progress window displays a progress of the report request. All worksheets for the custom report are updated with the new selection.

• Change Fields

The Change Fields option allows you to update the current custom report with a new field lst. Quickly modify the current list or select a new list for the custom report.

1. Click the Change Fields button.
   The Create Field List window displays.

2. Modify the field list, as desired.
   The Data Retrieval Progress window displays a progress of the report request. All worksheets for the custom report are updated with the new selection.

• Change States

The Change States option allows you to update the current custom report with a new state list. Quickly modify the current list or select a new list for the custom report. This option is available for reports containing Best's State/Line and Best's IEE data.

1. Click the Change States button.
   The Create State List window displays.

2. Modify the selected state list, as desired.
   The Data Retrieval Progress window displays a progress of the report request. All worksheets for the custom report are updated with the new selection.

• Change Lines

The Change Lines option allows you to update the current custom report with a new line list. Quickly modify the current list or select a new list for the custom report. This option is available for reports containing Best's State/Line and Best's Supplemental Health Care Exhibit data.

1. Click the Change Lines button.
   The Create Line List window displays.

2. Modify the selected line list, as desired.
   The Data Retrieval Progress window displays a progress of the report request. All worksheets for the custom report are updated with the new selection.