Creating a Custom Report


Custom Company Reports allows you to customize the contents of your Company Report. You can include specific categories of information and customize the output.

How to Create A Custom Report

  1. From the Search Bar, type “Company Report” and select Company Report Writer from the auto-complete dropdown list. Alternatively, click on the Browse All Content Menu, then click on Business Intelligence and select Company Report Writer from.
  2. In the Ticker field, type the ticker or name of the company to select it.
  3. The auto-complete functionality provides a list of companies to choose from.
  4. Click the green Custom Report button.
  5. (Optional) In the Report Name field, input a new name.
  6. Select the Report Format.
  7. Select the Report Content checkboxes to specify the content to include in the report.
  8. (Optional) If you select the Recent Litigation, Recent Filings or Company News sections, click the Browse button to individually select particular items.
  9. (Optional) Click Reset to Default to load the original criteria for the selected section.
  10. (Optional) Click Save Template to save the criteria for future use.
  11. Click Generate Report.
  12. To view the report, click on My Work History at the top of the screen and select Downloads. A box will appear to the right of the Downloads button, and you can select the Custom Report you created.