AM Best Online Help

Custom Reports

The Custom Reports page allows you to create reports tailored to your needs. Customize reports by selecting companies and field lists of your choosing. Field lists can contain data fields from multiple databases. Control the layout of the report by selecting formatting options.

Note: Rating-related information displayed for AM Best Rating Units identified with a (G) or (SG) in the Company Name are derived from its legal entity group members.

Access Custom Reports from the Create Reports menu.

 

Important:  

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

   • Schedules D data is published in the manner it was reported; whole dollar values. Schedules F & S data is published in the manner it was reported. Parts 1.1, 1.2, 2*, 3.1, 3.2, 4** 7, 8, 9  are in whole dollar values. Parts 1,3, 4***, 5*, 6, 6.1, 6.2 are reports $000 omitted. All other databases report dollar values as ($000) omitted.
     * Schedules F&S
     ** Schedule S
     ***Schedule F

1. • Custom Calculations: Selecting -Custom Calculations- from the Custom Field Lists folder will include all user created custom calculations. To include only the calculations you want, create a subset or create a custom field list containing the calculations and field of your choosing.

   • For Schedule D only: To display the issues matching the financial search performed from Advanced Search, you must first save the search criteria from the Advanced Search page. From the Custom Reports page, select the Saved Criteria on the Companies tab. Using -Search Results- displays all issues for each company, not just the issues for the companies matching the criteria selected.

   • For Schedule F & S only: An additional tab is available for reinsurer selection. This tab provides the ability to see which companies filed the selected reinsurer. This tab is optional. Its use is determined by what information you wish to learn from the report.

    Determine Report Goals:

1. 1. • To display all reinsurers listed within each company’s filings, select a company list from the Companies tab. The Reinsurers tab is not required for this report.  

      • To display all companies that file the selected reinsurers, select a reinsurer list from the Reinsurers tab. The Include company list selected in the Companies tab checkbox should not be selected on the Reinsurers tab. The company list will appear with (Not Used) in the Current Report Summary.  

      • To display the records that match both the selected companies and reinsurers, select a company list from the Companies tab and a reinsurer list from the Reinsurer tab. The Include company list selected in the Companies tab checkbox must be selected on the Reinsurers tab.

      • To display the records matching the financial search performed from the Advanced Search, you must first save the search criteria from the Advanced Search page. To utilize the saved criteria on the Custom Report, select the saved criteria from the Reinsurance Criteria on the Reinsurers tab. Using -Search Results- or the saved criteria from an Advanced Search displays all records listed within each company's filing, not just the records for the companies matching the criteria selected.

• Select criteria for a New Custom Report or Template:

1. 1. Select a database from the Change the database to view other Standard Company and Field Lists drop-down box. The database selected determines the standard lists available for company lists and field lists.  

   2. Choose your Layout Option.

1. 1. • Classic Layout uses the original Excel Layout options for BestLink reports. Use this layout if you wish to include state or line summations in your report. To utilize this layout, select the Classic Layout checkbox.

or

1. 3. • Lookup Layout uses the Lookup tab for additional report components. This layout provides more flexibility for controlling your desired output. To utilize this layout, clear the Classic Layout checkbox.

   4. Select your report components. Upon selection of a field list, the Custom Reports page updates to display the required components. As each component is chosen, the Current Report Summary displays the selected components.

Companies

Reinsurers (Schedule F and S only)

Fields

Data PeriodData Period

Lookup (Best's State/Line, IEE and UK only)

States (Classic Layout only) (Best's State/Line only)

Lines (Classic Layout only) (Best's State/Line and IEE only)

CurrencyCurrency (Global)

4. 4. Set your formatting options.

1. 1. • Excel Layout Options - Classic Layout

      • Excel Layout Options - Lookup Layout

      • Excel Layout Options - Schedule F and S

      • Excel Format Options

Note: Schedule D uses a predetermined Layout option.

• Current Report Summary:

The Current Report Summary appears on the right side of the Custom Report page and displays the report details as each report component is selected.

1. • Save Template saves the report components. The saved template can then be retrieved at a later date to refresh the data.  

1. 1. 1. From the Current Report Summary section, type the desired custom report template name in the text box.

      2. Click the Save Template button.

      3. After saving the custom report template, the template is available from the My Templates tab.

1. • Reset Template clears all previously selected items in every Custom Reports section.

   • Create Report will process the report in Excel format.

After selecting all required report components, click the Create Report button.

See Report Processing and Rendering for additional information.

• View and Edit Saved Custom Report Templates:

Retrieve and process a saved template to refresh data for your custom report.

1. 1. Click the My Templates tab.

   2. Select a previously created report template in the Select a report template below to view details section.

The details for the selected template appear.

1. 1. • View or Edit a Report Template:View or Edit a Report Template:

        1.  Click the Load button.

        The report template loads the previously saved report components. The details for the selected report will appear in the Current Report Summary section.

        2.  Edit the report as necessary by changing report components.

      • Delete a Report Template:Delete a Report Template:

        1.  Click the Delete button to remove the selected report.  

        A confirmation box appears.  

        2.  Click the OK button to continue or click the Cancel button to take no action.

      • Rename a Report Template:Rename a Report Template:

        1.  Click the Rename button.  

        2.  From the Details for Report section, type the new name in the text box.  

        3.  Click the Save button to apply or click the Cancel button to take no action.

      • Process a Report from a Saved Template:Process a Report from a Saved Template:

        Click the Process Template button.

        The report template loads the previously saved report components and processes the report for the current data. The details for the selected report will appear in the Current Report Summary section.

        See Report Processing and Rendering for additional information.