AM Best Online Help
Excel Layout Options (Lookup Layout)
From the Custom Reports page, use the Format tab to enhance the layout of your custom report. Select the Format tab after selecting the companies, fields, data period, and required Lookups.
More formatting options are available. See Excel Layout Options - Schedule F and S and Excel Layout Options - Classic Layout for additional layout information.
Schedule D formatting layout options are fixed and cannot be altered.
Select layout options for your custom report:
From the Excel Layout Options section, select one of the following options to change the layout of the report:
Single Sheet - Custom report data appears on one worksheet.
Select the vertical option for the custom report from the drop-down box.
Multiple Sheets - Custom report data appears on several worksheets. This option is not available when combining multiple products that include Lookups.
Select a vertical and horizontal placement from the corresponding drop-down boxes.
Flat File - Flat File outputs one record per company, with each look-up and data field placed in separate columns. Use the Flat File method for pivot tables. This option is not available when combining multiple products that include Lookups.
Use the drop-down boxes to order the columns on the custom report.
After selecting the desired layout, the number of columns, sheets and rows adjusts according to your selection.
Select other options for Single Sheet reports:
Use Border - Add a border around each column header cell for your custom report.
Use Shading - Column header cells are shaded with a solid gray background.
Span Column Headers for Grouped Items - Column headers for grouped items are centered across the top of the columns.
Set your Preferences for Report Formatting Options.