Statement Pages

Generate statement pages in NAIC, OSFI, or PRA filing format for annual and quarterly pages, schedules, and exhibits. Select pages from multiple quarters and years. Pages are generated in Excel format and are limited to a maximum number of 140 sheets.

Statement Pages access is available with the corresponding Best's Financial Suite subscription.

Access Statement Pages from the Create Reports menu.

Step 1: Select Database:

From the Change the database to view Available Statement Pages/Forms drop-down box, select the desired database.
The Available Statement Pages/Forms section displays all available pages for the selected database.

Step 2: Select a Company List:
- Select a company list from the Company Lists panel.
  See Locate companies for methods on creating company lists.

- Create a new Custom Company List using the Create text link. After creating the company list, BestLink automatically returns to Statement Pages to continue with the report process.
  The companies within the selected list populate the Companies panel.

The Companies panel populates with the companies contained in the selected list.

Step 3: Select Companies:

The Companies panel displays additional company details including company attributes and rating unit identifier display.

Select the companies for the report. Use the Select All/Clear All text link to assist in company selection.

Step 4: Select Statement Pages/Forms:

1. Click the desired checkbox to select a page or click the checkbox for the year to add all the available statement pages for that year.

Depending on the database selected, additional report selections are required. Use the Lookup tab to select the additional items. The Lookup tab appears next to Available Statement Pages/Forms.

1. Best's State/Line and Best's Financial Suite - UK only: Select Lookup Items.
1. 1. Click the Lookup tab.
  2. From the Lookup tab, select all appropriate Lookups.
    See Selecting List Items for additional information.
  3. Click Apply Lookups text link.

Step 5: Create Report:

Click the View Pages button in the Statement Page Summary panel.

If Statement Pages are unavailable for any of the selected companies, the AMB Number(s) will be listed in red from the Statement Page Summary. Statement Pages will be generated for the companies available.

If the number of companies and pages exceeds the maximum number of sheets (140), modify your company and/or statement page selection.

See Report Processing and Rendering for additional information.