Creating New Reports

There are two ways to create a report in the Research Wizard. You can display items used in your screening definition, or you can select items for your portfolio (Ticker List). When you build the screen definitions in the Research Wizard, the screening criteria items are automatically added to the Report Definition table. By default, the report will always include the Company Name and the Ticker items.

In order to run a report in Internet mode, you must have the Screening Criteria defined first. The Screening Criteria could be a screen definition or a portfolio. When using Local Mode, if you do not select any screening criteria, the report will be run on all companies in DBCM.

More:

Creating Reports for Existing Portfolio

Adding Items to Report

Adding Calculated Items to Report

Report Limitations



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