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Custom Report - Reinsurers Tab

From the Custom Reports page, use the Reinsurers tab if you wish to run a report showing the companies that have filed the selected reinsurers. Use this reporting option in conjunction with the Reinsurer Search. This tab is optional.

 Determine what you would like your report to show:

1. • To display all reinsurers listed within each company’s filings, select a company list from the Companies tab. The Reinsurers tab is not required for this report.  

   • To display all companies that file the selected reinsurers, select a reinsurer list from the Reinsurers tab. The company list will appear with (Not Used) in the Current Report Summary.  

   • To display the records that match both the selected companies and reinsurers, select a company list from the Companies tab and a reinsurer list from the Reinsurers tab. The Include company list selected in the Companies tab checkbox must be selected on the Reinsurers tab.

   • To display the records matching the financial search performed from the Advanced Search, you must first save the search criteria from the Advanced Search page. To utilize the saved criteria on the Custom Report page, select the saved criteria from the Reinsurance Criteria on the Reinsurers tab. Using -Search Results- or the saved criteria from an Advanced Search displays all records listed within each company's filing, not just the records for the companies matching the criteria selected.

• Select a Reinsurer List:

Schedule F or S must be the active database in order to view the Reinsurers tab.

1. 1. Select the desired database from the Change the database to view other Standard Company and Field Lists drop-down list.

   2. From the Reinsurer Lists panel, select a saved reinsurer list from Custom Reinsurer Lists.

The selected reinsurer list name appears in the Custom Report Summary.

See Advanced Search for information on creating custom reinsurer lists.

• View the companies within a Reinsurer List:

1. 1. After selecting a reinsurer list from the Reinsurer Lists panel, click the View text link.

The companies within the selected list populate the Details section.

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

1. 1. After selecting a reinsurer list from the Reinsurer Lists panel, click the View text link.

The companies within the selected list populate the Details section.

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

The subset appears in the Custom Reinsurer 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.

• Set additional filters for your report results:

1. • Select Parts and Sections:

1. 1. 1. From the Reinsurers tab, select a Part from the drop-down list.

The selected Part populates the Sections on the right-hand side.

1. 1. 2. From the listed Sections, choose one or more sections, if desired.
         See Selecting List Items for additional information.

If the Part selected on the Reinsurers tab does not match the Part selected on the fields tab, the report may not have data. If reinsurers exist in both parts, a report will be created.

1. • Select Criteria:

Using -Search Results- or the Saved Criteria list on the Companies tab generates a report with all records listed within each company's filing. To limit your results to the records matching the financial search, you must first save the search criteria from the Advanced Search page. To utilize the saved criteria on the Custom Report, select the saved criteria from the Reinsurance Criteria on the Reinsurers tab. Only saved criteria for Schedule F and S are available for selection.

1. 1. 1. Select the criteria from the Reinsurance Criteria drop-down on the Reinsurers tab.

1. • Include the selected company list on the Custom Report:

To display the records that match both the selected Companies and Reinsurers, select a company list from the Companies tab and a reinsurer list from the Reinsurers tab. When a selection is made on the Reinsurer tab, the checkbox is cleared for Include company list selected in the companies tab. If you wish to include the companies in the Custom Report, the Include company list selected in the Companies tab checkbox must be selected on the Reinsurers tab.

1. 1. 1. From the bottom of the Reinsurer tab, click the Include company list selected in the companies tab checkbox.

The company list appears in the Current Report Summary. Prior to selecting this checkbox, the company list appears as unavailable and (NOT USED) is next to company name in the Current Report Summary.

• Clear the Reinsurer List Selection:

1. 1. Click the Reset text link to clear the Reinsurer List selection.

• Create a New Reinsurer List:

1. 1. From the Change the database to view other Standard Company and Field Lists, select a Schedule F or S database.

   2. Click the Reinsurers tab.

   3. From the Reinsurer Lists section, click the Create text link.

   4. The Reinsurer Search tab opens on the Advanced Search. Create and save your reinsurer list.

After saving a new reinsurer list, BestLink returns to the Custom Report page with the new reinsurer list selected.

 See Custom Reports - Companies Tab for more information.

 Return to Custom Reports