Line Reports compare the data from one line of the annual
statement for several companies (for example, "Total Assets" listed in the
Current Year field of the Assets Page for all Fraternal companies domiciled in a specified
state.) To generate a Line Report all companies must be of the same business type and the
same Annual Statement page must be specified for each company.
To View Line reports using the Financial Reports
page:
- Search
for an entity or entities by performing a Company/Firm
Search.
- Highlight
which entity/entities you want reports on,
found in the Company List box.
-
Select the Line Reports from the drop down menu
- Click the Page you want to report on. The Line Reports Line Options page will display.
- Select a Line Number from the Pick a Line Number field.
- Select the column(s) you wish to view from the Pick the
Columns field. To select multiple columns, use the Shift-Click or CTRL-Click methods.
- Lines
Reports done from the Financial Reports page can be sorted. You must
select a column to sort by that matches a selection in the 'Pick the
Columns' box.
- The report will display on the bottom of the screen.
- Click the export button to save the report as an MS Excel file.
- To print the report, select the Print Option from your
browser's File menu.
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