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Excel Format Options
Customize the reports for the formatting preferences.
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. This option is available for the Lookup Layout only.
Set a default selection within management titles section on the Preferences page.
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
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.