Select Companies

Build customized company lists by selecting companies from custom or standard lists, or perform a search to locate companies based on criteria entered.

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

   • Existing List - Choose a previously created company list from the Custom Lists or Standard Lists tab in the Available Company Lists section. Choose to organize the Standard Lists tab by Industry or by Product. Use the Expand and Collapse buttons to assist in locating the desired company list.

   1. Select a company list or summation from the Available Company Lists section.

   2. Summations Only: Select the appropriate Summations option. When selecting a summation in the Statement Page Wizard, Reinsurance Report Wizard or Investment Report Wizard, the companies contained in the summation are used in the report.

• Select Items uses the companies contained in the summation in the report.

• Select Summation uses the company summation in the report.

3. Click and drag the list from the tree view in the Available Company Lists section to the Selected Companies section.

• Customized List - Choose a previously created company list from the Custom Lists or Standard Lists tab in the Available Company Lists section. Choose to organize the Standard Lists tab by Industry or by Product. 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 Companies section.

2. Summations Only: Select the appropriate Summations option. When selecting a summation in the Statement Page Wizard, Reinsurance Report Wizard or Investment Report Wizard, the companies contained in the summation are used in the report.

   • Select Items uses the companies contained in the summation in the report.

   • Select Summation uses the company summation in the report.

3. Select the companies for the report. Position your mouse pointer over a company to view company details including the type of company, domicile, and NAIC number.
   See Selecting Wizard List Items for additional information.

• Search for Companies - Search for companies for your report using any of the Find Companies options in the Tools, Options and Information section.

1. Select the desired Find Companies option and perform the search.
   The -Search Results- are placed within the Available Companies section of the selected wizard.

2. Select the companies for the report. Position your mouse pointer over a company to view company details including the type of company, domicile, and NAIC number.
   See Selecting Wizard List Items for additional information.

• View Group Members - View the group members for a company within the Available Companies or Selected Companies section. This option is not available in the Reinsurance Report Wizard or Investment Report Wizard.

1. Position the mouse pointer over the desired company.

2. Choose Show Group Members from the right-click menu. The Available Companies section updates to display the associated companies.
   See Selecting Wizard List Items for additional information.

2. Optional: Save the companies as a Custom List using the Save as Custom List option in the Tools, Options and Information section.