Loss Reserves Wizard - Data Fields
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Loss Reserves Wizard - Data Fields

The Data Fields option is only available for custom reports. Select fields to include in the custom report from standard or custom lists, or perform a search to locate fields based on criteria entered. Available field lists are limited to General Information and/or Best's Financial Suite - P/C, US fields (available with subscription).

 

  1. Select the fields for your report using any combination of the following options:

    • Existing List - Choose a previously created field list from any available folder in the Fields section. Use the Collapse All and Expand All buttons to assist in locating the desired field list.

      1. Select a field list from the Fields section.

      2. Click and drag the list from the tree view in the Fields section to the Selected Fields section.

    • Customized List - Create a field list using any combination of list items from any available folder in the Fields Lists section. Use the Collapse All  and Expand All  buttons to assist in locating the desired field list.

      1. Double-click a list from the appropriate population. The selected list populates in the Available Fields section.

      2. Select the fields for the report.
        See Selecting Wizard List Items for additional information. Use the Type-Ahead Find Feature to further assist in locating items.

    • Search for Fields - Use the Search tab to locate specific fields.

      1. Define your search using any combination of the following options:

        • Select a Page/Form

        • Select a Column

        • Select a Line

        • Enter Search Term

      2. Click the Search button to locate fields. Fields matching the search populate the Available Fields section.

      3. Select the fields for the report.
        See Selecting Wizard List Items for additional information. Use the Type-Ahead Find Feature to further assist in locating items.

  1. Optional: Save the selected fields as a custom list.

    1. Optional: Select the Share List checkbox to share this custom list with your coworkers.

    2. Enter a name for the custom list in the textbox.

    3. Click Save. Shared lists may not be immediately available to new subscribers.

  1. Click Next or Create Report to continue.

 

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