Executive Information System Wizard

The Executive Information System Wizard guides you step by step through the process of running an Executive Information System report.

1. At Home Base, click Reports.
2. From the Options menu, select Open Classic Reports.
3. On the menubar, click Wizards, Executive Information System.
4. The type of report defaults to Executive Information System. Click Next.
5. Select a report (Activity, Book of Business, Claims, or Production). Click Next.
6. You are presented with a list of criteria.
   1. To select an individual criterion to modify the settings, either double click the criterion or highlight the criterion and click Modify Criteria. To allow the wizard to prompt you to modify all listed criteria, click Ask All Criteria. See Modify Criteria for more information on setting criteria options.
   2. When you have finished modifying criteria, click Next.
7. Select the appropriate Output Destination option. (Excel - EIS Automated is selected by default.)
8. Click Begin to run the report.