AM Best Online Help

Custom Report Wizard - Select Companies

From the Custom Report Wizard, use the Companies step to choose companies for inclusion in your custom report.

 

1. Select the companies for the report from custom or standard lists, or perform a search directly from within the wizard. Build customized lists for the report using any combination of the following:

1. • Custom Lists: Custom Lists tab provides access to previously created custom lists, shared lists, summations, and saved criteria. Use the Expand and Collapse buttons to assist in locating the desired company list.

2. 2. 1. Summations Only: Choose Summation Options:

      1. • Select Summation uses the company summation in the report.

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

      2. Select a list from Custom Company List, My Shared Company List, Public Shared Company List, Summation, or Saved Criteria. The selected list items populate in the Available Companies sections.

      3. Select the companies for the report.  
         See Selecting Wizard List Items for additional information.

   • Standard Lists: Choose a previously created company list from the Custom Lists or Standard Lists tab in the Available Company Lists section.

1. 1. 1. Select a list from the appropriate population. The list items populate the Available Companies section.  

      2. Select the companies for the report.
         See Selecting Wizard List Items for additional information.

1. • Search: Use the Search tab to quickly locate companies by company identification, business type, consolidation type, country of domicile, and AM Best's Ratings.

1. 1. 1. Select the search criteria.

      2. Search using any combination of the following options:

         • Company Identification

         • Business Type

         • Consolidation Type

         • Domicile

         • Best's Rating

      3. Click the Search button to locate companies. Companies matching the search populate the Available Companies section.

      4. Select the companies for the report.
         See Selecting Wizard List Items for additional information.

2. Optional: Save the selected companies as a custom list or summation.

   1. 1. Select the Custom List or Summation option button.

      2. Optional: Select the Share List checkbox to share this company list/summation with your coworkers.

      3. Enter a name for the custom list or summation in the textbox.  

      4. Click Save.  Shared lists may not be immediately available to new subscribers.

3. Click Next to continue.

 

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