Market Conduct Annual Statement Line Reports


Market Conduct Annual Statement Line Reports

MCAS Line Reports provides the data from one line of the Market Conduct Annual Statement for several different companies for comparison. To generate a Line Report all companies must be of the same business type and the same Market Conduct Annual Statement page must be specified for each company.

To View Line reports using the Report Categories page:  

  1. Search for an entity or entities by performing a Company/Firm Search
  2. Check entity/entities on which to report from those in the Company List box.
  3. Select the MCAS Line Reports from the Categories Screen.
  4. Select a page for the Line Report from the list of pages provided.
  5. If a Line of Business page is chosen, select a state from the State drop down list located above the list of available pages.
  6. Click the Page on which to report and the Line Reports Line Options page will display.
  7. Select a Line Number from the Pick a Line Number field.
  8. Select the column(s) for display on the report from the categories shown.  To select multiple columns in a single category, use the Shift-Click or CTRL-Click methods.
  9. MCAS Line Reports may be sorted by selecting a sort column that matches a selected display column in the 'Pick the Columns' box.
  10. Click the Show Detail button at the top right side of the page to generate the MCAS Line Report.
  11. To save the report data, select the Save As option from the browser's File menu. Enter a file name and location and click the Save button. To view the saved report, open it with a spreadsheet program such as Microsoft Excel.
  12. To print the report, select the Print Option from the browser's File menu.
  13. To change any options and generate a different Line report, close the report window and select new criteria from the options displayed.