Custom Report - Companies Tab

From the Custom Reports page, use the Companies tab to select companies for inclusion in your custom report.

Select a Company List:

From the Company Lists panel, select a company list from Custom Company List, Shared Company List, Summation, Saved Criteria, or Standard Company List. Summations are not available for selection in Custom Reports for Schedule D, P, F and S.

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

- For Schedule D only: To display the issues matching the financial search performed from Advanced Search, you must first save the search criteria from the Advanced Search page. From the Custom Reports page, select the Saved Criteria on the Companies tab. Using -Search Results- displays all issues for each company, not just the issues for the companies matching the criteria selected.
- For Schedule F & S only:
- - Determine what you would like your report to show:
  - - 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 Include company list selected in the Companies tab checkbox should not be selected on 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.

See Custom Reports - Reinsurers Tab for more information.

See Locate companies for methods on creating company lists.

View the companies within a Company List:

1. After selecting a company list from the Company 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. After selecting a company list from the Company Lists panel, click the View text link.

The companies within the selected list populate the Details section.

1. 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 Company List section and the Custom Report Summary with the list name and a suffix of subset.

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

Create a New Custom Company List:

1. Click the Create text link.
2. The Create Company Lists page opens. Create and save your list.

After saving a new company list, the Custom Report page activates with the new company list selected.

Search for companies to use in a Custom Report:

1. Click the Search text Link.
2. The Basic Search page opens. Locate companies using any of the search options.
3. After completing your search, return to the Custom Reports page.

The Custom Report page activates with the -Search Results- selected.

See Custom Reports - Reinsurers Tab for more information.

Return to Custom Reports