A.M. Best Online Help
Use the Schedule P tab in User Preferences to set default preferences for Schedule P Custom Report formats.
File Layout - Select a default layout option for your custom reports:
Single Sheet - Custom report data appears on one worksheet.
Multiple Sheets - Custom report data appears on several worksheets.
Flat File - Flat File outputs one record per company, with each report component and data field placed in separate columns. Use the Flat File method for pivot tables.
Sort Lines of Business
By Name - Show lines of business in alphabetical order.
By Statement Order - Show lines of business in the order they appear within the statement.
Row and Column Headings - Set the font style for row and column headers.
Triangle Type - Choose a default triangle type.
Triangle Data - Choose the desired basis for the report. This option is available for Part 2, Part 3, or Part 4.
Net Basis
Gross Basis
Data - Set the font style for data.
Do not format data (leave existing format)
Numeric Data Format
Decimal Places: Select the number of digits to appear after the decimal place for all the financial data. By selecting zero, there will be no decimal places in the number.
Use Thousands Separator: Format financial numbers on your report with commas. Separate the number (in groups of three digits) with a comma.
Use Dollar Sign: Include a dollar sign with financial data.
Negative Numbers: Select a format for the negative financial data.
Data Alignment
Financial Data: Select if you would like the financial data to be left, center, or right aligned. Right is the default selection.
Non-Financial Data: Select if you would like the non-financial data to be left, center, or right aligned. Left is the default selection.
Text Control
Wrap column headers - Format column headers to appear on multiple lines in a cell.
Autosize columns - Use this feature to automatically adjust the column width to match the widest data item in the column.