AM Best Online Help

Create Field Lists

Use the Create Field Lists option to create custom field, state, and lines of business lists. Create state or line summations to enumerate the sum of multiple items as a single entry. Create your own data field calculations. Use the custom list items in Custom Reports or Advanced Search.

Select Create Field Lists from the Manage Lists menu.  

• Create Custom Field ListCreate Custom Field List

  Create custom field lists from the Field List tab.

  • Select Fields for your Custom Field List:

  Select the fields from any available database. Field lists can include custom calculations and can combine fields from multiple databases.  

  Important:  Schedules D, P, F & S cannot be combined with any other product's database.

  1.  Select a database to access company specific data fields.
  Standard Field Lists from the selected database populate in the Available Field Lists section.

  2.  Select a field list from the Available Field Lists section.
  The selected list populates the Available Fields section.

  3.  Select Fields. Use the type-ahead or the alphabetize features to assist in locating items. Use the Reorder buttons to organize the list.
  See Selecting Custom List Items for additional information.

  • Save Selected Fields as a Custom Field List:

  Save the list of fields as a Custom Field List. The field list can be for your own personal use or shared with subscribers with the same registration number.  

  1.  After selecting the fields for the custom field list, click the Save button.
  The Custom List Manager appears with the Fields page selected. The unnamed list appears with the selected fields displayed.

  2.  Type a name in the Enter a new name for this list text box.

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

  4.  Click the Save button to save the new list.
  The Create Field Lists page appears with the saved list in the Available Field Lists section.

  The saved custom field list is available for selection in Advanced Search, Custom Reports, and the Custom Report Wizard.

  • • Select personal custom lists from the Custom Field Lists folder.  

    • Select shared field lists from the Shared Field List folder. The shared field list is available to all subscribers with the same registration number. Shared lists may not be immediately available to subscribers.  

  • Manage Saved Field Lists:

  Rename, edit, or delete custom field lists from the List Manager.

• Create Custom State or Line ListsCreate Custom State or Line Lists

  State and line lists are available for Best's State/Line subscribers. Line lists are available for Best's IEE subscribers.

  • Select the appropriate tab for your custom list:

  Create custom state lists from the State List tab. Create custom line lists from the Line List tab.

  • Select list items for your Custom State or Line List:

  1.  Select a database. Standard lists from the selected database populate in the Available State/Line Lists section.

  2.  Select a list from the Available State/Line Lists section. The selected list populates the Available States/Lines section.

  3.  Select the states or lines.

  See Selecting Custom List Items for additional information.

  • Save Selected Items as a Custom List:

  1.  After selecting the items for the custom list, click the Save button.
  The Custom List Manager appears with the appropriate page selected. The unnamed list appears with the selected items displayed.

  2.  Type a name in the Enter a new name for this list text box.

  3.  Click the Save button to save the new list. The Create Fields Lists page appears with the appropriate tab selected.

  The saved custom list is available for selection in Statement Pages and Custom Reports.

  • Manage Custom State or Line Lists:

  Rename, edit, or delete custom lists from the List Manager.

• Create State or Line SummationsCreate State or Line Summations

  State and line summations are available for Best's State/Line subscribers. Line summations are available for Best's IEE subscribers.

  • Select the appropriate tab for your custom list:

  Create state summations from the State List tab.  Create line summations from the Line List tab.

  • Select list items for your State or Line Summation:

  1.  Select a database. Standard lists from the selected database populate in the Available State/Line Lists section.

  2.  Select a list from the Available State/Line Lists section. The selected list populates the Available States/Lines section.

  3.  Select the states or lines.

  See Selecting Custom List Items for additional information.

  • Save Selected Items as a Summation:

  1.  After selecting the items for the summation list, click the Summation button.
  The Custom List Manager appears with the appropriate page selected. The unnamed list appears with the selected items displayed.

  2.  Type a name in the Enter a new name for this list text box.

  3.  Click the Save button.

  The summation is available for selection in Advanced Search and Custom Reports.

  • Manage State or Line Summations:

  Rename, edit, or delete summations from the List Manager.

• Calculations