Statement Page Wizard

The Statement Page Wizard guides you through the steps to generate statement pages in NAIC or OSFI filing format. Create reports for multiple annual and quarterly pages, schedules, and exhibits. Statement Page access is available with the corresponding Statement File subscription.

Access Statement Pages from the Report Wizards group button.

 

  1. Select components for the Statement Pages Report.

Follow the steps in the wizard to select report components. Use the Back and Next buttons or the appropriate Wizard Steps link to navigate the wizard. Upon selecting the statement pages for the report, the Wizard updates to display additional required components, if required.

Companies

Statement Pages

States (Best's State/Line only)

  1. Optional: Choose Show the statement page task pane when the current worksheet contains a statement page from the Tools, Options and Information section. This option will display the Statement Page Report Task Pane when the active worksheet contains a BestLink statement page report. Set a default preference for this option in the General tab in User Preferences.

  2. Click the Create Report button to generate Statement Pages for the selected companies and pages.

The Data Retrieval Progress window displays a progress of the report request. Upon completion, No Data for Selected Reports window displays a listing of reports that did not return any data.