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Custom Report Wizard - Select Layout

From the Custom Reports Wizard, use Select Layout to enhance the layout of your custom report.

Excel Layout Options are fixed and cannot be altered when including state or line summations in your report.

 

• Select Currency: (Global and Non-US BIR only)

Select the desired Currency for your report.

Set your Preferences to use a default Currency selection.

• Select Excel Layout Options for your custom report:

Select one of the following options to change the layout of the report:

1. • Single Sheet - Custom report data appears on one worksheet.

Select the vertical option for the custom report from the drop-down box.

1. • Multiple Sheets - Custom report data appears on several worksheets. This option is not available when combining databases that include Lookups.

Select a vertical and horizontal placement from the corresponding drop-down boxes.

1. • Flat File - Flat File outputs one record per company, with each look-up and data field placed in separate columns. Use the Flat File method for pivot tables. This option is not available when combining databases that include Lookups.  

Use the drop-down boxes to order the columns on the custom report.

After selecting the desired layout, the number of columns, sheets and rows adjusts according to your selection.

• Select other options for Single Sheet reports:

1. • Use Border - Add a border around each column header cell for your custom report.

   • Use Shading - Column header cells are shaded with a solid gray background.

   • Span Column Headers for Grouped Items - Column headers for grouped items are centered across the top of the columns.

Set your Preferences for Report Formatting Options.

• Select Excel Format Options:

1. • Number Format:

   • • Decimal Places: Select the number of digits to appear after the decimal place for all the financial data. By selecting zero, there will be no decimal places in the number.

     • Use Thousands Separator: Format financial numbers on your report with commas. Separate the number (in groups of three digits) with a comma.

     • Use Dollar Sign: Include a dollar sign to the financial data.

     • Negative Numbers: Select a format for the negative financial data.

   • Alignment:

   • • Non-Financial Data Alignment: Select if you would like the non-financial data to be left, center, or right aligned. Left is the default selection.

     • Financial Data Alignment: Select if you would like the financial data to be left, center, or right aligned. Right is the default selection.

   • Additional Format Options:

   • • AutoSize Columns: Use this feature to automatically adjust the column width to match the widest data item in the column.

     • Remove Empty Sheets: Remove Empty Sheets enables deleting sheets that contain no data when selecting a large number of companies, lookups, and data years. Set a default selection within Report Formatting Options on the Preferences page.

     • Separate Management Titles: When selecting a management information field from Best's Insurance Reports or Best's Global Standard, specify if the titles should be kept together or split into a separate row.  
       Set a default selection within the management titles section on the Preferences page.

     1. • By selecting Separate Management Titles, a new row will be created for each officer in each field. Separate Management Titles option will only be applied when the companies are vertical (rows) and the fields are horizontal (columns). Any other data on the report (AMB #, Company Name, general info fields, financial fields, etc.) will be repeated for each row created.

or

1. 1. 1. • By removing the checkbox from Separate Management Titles, management titles will be kept together in one cell. Each officer's name and title are separated with a comma, and each officer is separated by a semicolon.

 

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