Custom Reports - Lookup Tab

From the Custom Reports page, use the Lookup tab to select additional report components including States, Lines, Reporting Category, and Mapping Type. The required Lookups are determined by the selected field list. The Lookup tab is available for the Lookup Layout and is required for Best's State/Line, Best's IEE, and Best's Financial Suite - UK databases.

Select Lookup Items:

1. For Best's State/Line and IEE databases, choose Standard or Custom option.
2. Select the desired list from the drop-down.
3. Select the Lookups for your report. Use the scroll bar to see all required Lookups.
  See Selecting List Items for additional information.
4. Click the Apply Lookups text link.

The Current Report Summary updates to show the selected Lookups.

Create a State List:

1. Click the Create State List text link.
2. The Create Field Lists page opens to the States tab. Create and save your list.

After saving a new field list, the Custom Report page activates with the Lookup tab selected.

1. Select the new list from drop-down.
2. Select the States for your report.
  See Selecting List Items for additional information.

The Current Report Summary updates to show the selected states.

Create a Line List:

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 Lookup tab selected.

1. Select the new list from drop-down.
2. Select the Lines for your report.
  See Selecting List Items for additional information.

The Current Report Summary updates to show the selected lines.

Select a State or Line Summation:

Use Classic Layout to include a state or line summation in a custom report.

1. Click the Classic Layout checkbox.
2. Use the States Tab to select a state summation. Use the Lines Tab to select a line summation.

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