Loss Reserves Wizard

The Loss Reserves Report Wizard guides you through the steps to generate AM Best Standard Reports or Custom Reports. After selecting report components, modify the layout of the report to enhance the presentation.

Access Loss Reserves Wizard from the Loss Reserves (Schedule P) option in the Explore Schedules menu or from the Create Reports menu.

Select Components for a Custom Report or Template:

Follow the steps in the wizard to select your report components.

Companies

Reports Options

Data Fields (optional)

Layout

Summary

View and Edit Saved Schedule P Custom Report Templates:

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

1. Click the My Templates button.
2. Select a previously created Schedule P report template in the Select a report template below to view details section.

The details for the selected Schedule P template appear.

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.

Reset Report Selections:

Click the Reset button to clear all selections and return to Companies tab.