Manually Modify Custom Report Components

BestLink for Excel allows for modification of previously created BestLink for Excel custom reports. Quickly update a company, field, data period, state, line or currency for a worksheet. To update multiple components in a report, use the List Editors or the Custom Reports Task Pane, if available.

• Change Selected Companies:

Modify the selected company by changing the AMB Number, NAIC Company Number, or Company Name identifier. Available company identifiers are determined by the Show company identifiers selection on the Custom Reports tab in User Preferences. Only one identifier must be changed. All other identifiers will be updated based on the value entered.

1. Select a company identifier cell for the company you wish to change.

2. Type the appropriate company identifier for the new company. Invalid company identifiers are marked with a comment.

   • Company name identifier changes:

   • Partial or full company names can be entered.

   • If multiple companies match the name entered, a Select Item window displays allowing for the desired company selection.

Report refresh behavior is determined by the Automatically refresh data when input items change option in the General tab in User Preferences.

• If Automatically refresh data when input items change is selected, the report will update report data to reflect the new company selection without any further action from you.

• If Automatically refresh data when input items change is not selected, the report will not update the report data to reflect the new company selection until Refresh Worksheet is selected.

• Change Selected Fields:

Modify the selected fields by field identifier or the BestLink field name. Available field identifiers are determined by the Show field identifiers selection on the Custom Reports tab in User Preferences. Only one identifier must be changed. All other identifiers will be updated based on the value entered.
See Export Data Definitions for field identifiers.

1. Select a field identifier cell for the field you wish to change.
   General Information fields cannot be changed to a financial data field.

2. Type the appropriate field identifier for the new field. Invalid field identifiers are marked with a comment.

Report refresh behavior is determined by the Automatically refresh data when input items change option in the General tab in User Preferences.

• If Automatically refresh data when input items change is selected, the report will update report data to reflect the new field selection without any further action from you.

• If Automatically refresh data when input items change is not selected, the report will not update the report data to reflect the new field selection until Refresh Worksheet is selected.

• Change Selected Data Period:

Modify the data period.

1. Select the cell containing the data period.

2. Type the desired data period.

Report refresh behavior is determined by the Automatically refresh data when input items change option in the General tab in User Preferences.

• If Automatically refresh data when input items change is selected, the report will update report data to reflect the new data period selection without any further action from you.

• If Automatically refresh data when input items change is not selected, the report will not update the report data to reflect the new data period selection until Refresh Worksheet is selected.

• Change Selected States:

Modify the selected states by state abbreviation or state name. Available state identifiers are determined by the Show state identifiers selection on the Custom Reports tab in User Preferences. Only one identifier must be changed. All other identifiers will be updated based on the value entered.
See Export Data Definitions for state identifiers.

1. Select a state identifier cell for the state you wish to change.

2. Type the appropriate state identifier for the new state. Invalid state identifiers are marked with a comment.

Report refresh behavior is determined by the Automatically refresh data when input items change option in the General tab in User Preferences.

• If Automatically refresh data when input items change is selected, the report will update report data to reflect the new state selection without any further action from you.

• If Automatically refresh data when input items change is not selected, the report will not update the report data to reflect the new state selection until Refresh Worksheet is selected.

• Change Selected Lines of Business:

Modify the selected line by line code or the BestLink line name. Available line identifiers are determined by the Show line of business identifiers selection on the Custom Reports tab in User Preferences. Only one identifier must be changed. All other identifiers will be updated based on the value entered.
See Export Data Definitions for lines of business identifiers.

1. Select a lines of business identifier cell for the line you wish to change.

2. Type the appropriate line identifier for the new line. Invalid line identifiers are marked with a comment.

Report refresh behavior is determined by the Automatically refresh data when input items change option in the General tab in User Preferences.

• If Automatically refresh data when input items change is selected, the report will update report data to reflect the new line selection without any further action from you.

• If Automatically refresh data when input items change is not selected, the report will not update the report data to reflect the new line selection until Refresh Worksheet is selected.

• Change Selected Currency:

Modify the selected currency on custom reports containing Best's Statement File - Global fields.

1. Select the desired currency from Currency on the BestLink Ribbon.

Report refresh behavior is determined by the Automatically refresh data for existing reports when the selected currency is changed option in the Currency tab in User Preferences.

• If Automatically refresh data for existing reports when the selected currency is changed is selected, the report will update report data to reflect the new currency selection without any further action from you.

• If Automatically refresh data for existing reports when the selected currency is changed is not selected, the report will not update the report data to reflect the new currency selection until Refresh Worksheet is selected.