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Custom Report Wizard - Select Fields

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

Important:  

1. • Schedules D, F & S are not included in the Custom Report Wizard. 

   • Schedule P cannot be combined with any other product's database. 

   • Best's Financial Suite - UK databases cannot be combined with any other product's database. 

 

1. Select fields 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. Not all options are available for every subscription.

   • Custom: The Custom tab provides access to previously created custom field lists.  

1. 1. 1. Select a list from Custom Field List or Shared Field List. The list items populate the Available Fields section.

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

1. • Statement: The Statement tab provides access to the statutory filing data fields.  

1. 1. 1. Select a statement page or form from the appropriate country, industry and filing period option. The list items populate the Available Fields section.

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

   • Standard: The Standard tab provides access to General Information and Standard Field Lists. Standard Field Lists are organized by country, industry and filing period option.

   1. 1. Select a list from any available Standard List. The list items populate the Available Fields section.

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

   • QAR: The QAR tab provides access to the data fields available in the Quantitative Analysis Reports. The fields are organized by country, industry and data period.

   1. 1. Select a field list from the appropriate industry and data period option. The list items populate the Available Fields section.

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

   • Search: Use the Search tab to locate fields within a specific industry.

   1. 1. Select the Industry/Filing Period you wish to search.

      2. Optional: Further define your search using any combination of the following options:

1. 1. 1. • Select a Page/Form

         • Select a Column

         • Select a Line

         • Enter Search Term

3. 3. 3. Click the Search button to locate fields. Fields matching the search populate the Available Fields section.

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

2. Optional: Save the selected fields as a custom list.

   1. Optional: Select the Share List checkbox to share this field list with your coworkers.

   2. Enter a name for the custom list in the textbox.  

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

3. Click Next to continue.

 

 Return to Custom Report Wizard