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Custom Report Wizard - Select States

From the Custom Report Wizard, use the States step to choose states for inclusion in your custom report. The States tab is required for Best's State/Line and State-Based Supplements data fields.  

 

1. Select states.

   1. Select one of the following:

      • Optional: Choose the Select the All States and Regions list by default checkbox to automatically display the All States and Regions list in the Available States section.  

or

1. 1. • Select a list from Custom State Lists, Summation, or Standard State Lists.

      • • Summations Only: Choose Summation Options:

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

          • Select Items uses the states 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 list populates the Available States  section.

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

2. Optional: Save the selected states 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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