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Reinsurance Report Wizard - Parts & Years

Select the Parts and Years after you have selected the desired database and Report Type for the custom report. Multiple years of data and parts can be selected. Key Financial Indicators and Rating Information are also available to assist in creating your custom report.

 

  1. Select the desired years for your report. Eleven years of data are available. Select at least one year of data for your custom report. Use the Select All and Clear All buttons to assist in locating the desired years for your custom report.
  1. Select the fields for your report. The Parts population is based on the highest year selected. Key Financial Indicators and Rating Information are also available for selection in conjunction with a part. Information is available based on the current data year.

    • Existing List - Select parts from the Standard Lists, Custom Lists, or Shared list folder within the Select Parts section. Use the Expand and Collapse buttons to assist in locating the desired parts list.

      1. Select Parts from the Select Parts Lists section.

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

    • Customized List - Choose a previously created parts list from any available folder in the Select Parts Lists section. Use the Expand and Collapse buttons to assist in locating the desired company list.

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

      2. Select the fields for the report.
        See Selecting Wizard List Items for additional information.

  1. Optional: Save the fields as a Custom List using the Save List option.

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