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Custom Report Wizard - Select Lines

From the Custom Report Wizard, use the Lines step to choose lines for inclusion in your custom report. The Lines tab is required for Best's State/Line and Best's IEE data fields.  

 

1. Select lines.

   1. Select one of the following:

      • Optional: Choose the Select the All Lines list by default checkbox to automatically display the All Lines list in the Available Lines section. This option is not available when combining databases that require a line selection.

or

1. 1. • Select a list from Custom Line Lists, Summation, or Standard Line Lists. A Common Lines list is available when combining fields from Best's State/Line (PC Lines) and Best's IEE. The list displays any lines that common to both databases.

      • • Summations Only: Choose Summation Options:

        • • Select Summation uses the line summation in the report.

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

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

The first list selection populates the Available Lines section.

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

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

   1. Select the Custom List or Summation option button.

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

   3. Click Save.  

3. Click Next to continue.

 

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