AM Best Online Help

Custom Reports - Lines Tab

From the Custom Reports page, use the Lines tab to select lines for inclusion in your custom report. The tab is available when the Classic Layout option is selected. The Lines tab is available for Best's State/Line and Best's IEE subscribers.  

 

• Select Line Items:

1. • Select a line list from the Custom Line Lists, Summation, or Standard Line Lists from the Lines List panel.

or

1. • Select lines from the Individual Lines section. If the selected field list combines products, all required line lists are available. Scroll through the list to see all required line selections.  
     See Selecting List Items for additional information.  

The selected lines display in the Current Report Summary section.

• View the Lines within a Line List:

1. 1. After selecting a line list from the Line Lists panel, click the View text link.

The lines within the selected list populate the Details section.

• Select a subset of Lines from a list for use in a report:

1. 1. After selecting a line list from the Line Lists panel, click the View text link.

The lines within the selected list populate the Details section.

1. 2. From the Details section, select the desired lines. Use the Select/Clear All checkbox to assist in line selection.

The subset appears in the Custom Line Lists section and the Custom Report Summary with the list name and a suffix of subset.

Note:  Creating a new subset overwrites the older subset, if one exists.

• Create a Line List:

1. 1. Click the Create Line List text link.

   2. The Create Field Lists page opens to the Lines tab. Create and save your list.

After saving a new field list, the Custom Report page activates with the newly created list selected.

 

 See Line Summations for more information.

 Return to Custom Reports