1. AllRegs Report Builder Product Demo Compare what’s needed to do business in all states where you are licensed and more.

4. Let’s take a look at how Report Builder works….

5. Report Builder can be accessed from the Compliance tab in the AllRegs Information Service known as AllRegs Online.

6. Select the “State Compliance” tab, and then click on the “Report Builder” button.

7. From this screen you are able to create a new report, or run existing reports that have been saved as “Favorites”. Let’s create a new report…. User Tip: Reports that have been saved as “Favorites” will return results based on the most current information in AllRegs.

8. Starting with Step 1, select the States you wish to research. Here we have chosen Arizona, California and Colorado.

9. In Step 2, Select the Topic of your report. Click on the “+” sign before each high-level category to expand the field and reveal sub-topics. User Tip: Choose sub-topics from multiple categories for a truly custom report.

10. In Step 3, select the layout for your report. State/Topic layout returns reports ordered by state. Topic/State Layout returns reports ordered by topic.

11. Current report selections are displayed in this frame. Now it’s time to “Generate Report”.

12. “ Report Functions” are now presented in the left frame as links, directly into the relevant content in AllRegs. The “Cover Page” is displayed in this frame. The report can now be exported to MS Word, MS Excel, or a web page, or added to a saved list of Favorites. Let’s export the report.

13. Choose a format and click on the “Export” button. The “File Download” window appears, to prompt “Open”, “Save” or “Cancel”. Let’s open the file.

14. The Report now appears in MS Excel, where it can be edited, annotated, saved to your computer or e-mailed to others. When hyperlinks appear in the report, click on them to be taken directly to the relevant content in AllRegs Online.