6. Screener Tool

Conduct your own customized analysis by screening our vast database with your exact criteria. You can even start your screening in Excel and save templates for future use, which reduces the time it takes to select your filters each time. Our screening tool puts the universe of Market Intelligence at your fingertips, so you can keep pace with the evolving market.

Screening

You can access the screener tool within the platform, as well as in Market Intelligence Office.

To access within the platform, navigate to the Apps dropdown and click on 'Screener'.

Screener app

On the left side of the page you can see different datasets such as Company Data, Asset Data, Capital and M&A, Geographic Data, and Market Data. To go to subcategories of these, simply click on the dataset you are interested in.

Screener assets


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To begin your search, type in the name of the company/companies you are interested in. Or, drill down through other content filters such as Geography, Industry, Coverage Depth, Ownership Status, etc. to refine your search.

Screener search

Once you have selected all of the filters, click on Run Screen and the table with your results will appear on the screen. Add/Edit Report Fields box to make adjustments to your screen.

Run screen

After you’ve customized the report to your liking, you can export the results into the Excel Spreadsheet by clicking Export.

Export results

Export to Excel

If you have downloaded and installed Market Intelligence Office, you can also access the Screener within your instance of Excel.

To begin, open an Excel workbook and click on the 'Screener/Data Wizard tab' on the top navigation bar. Follow the same steps listed above to create your report.

Screener/Data Wizard


Related Resources:

Learn how to leverage our Excel add-in, custom models, and Screener tool for in-depth research and analysis on the Market Intelligence platform.

This webinar provides an overview highlighting the key features on the Market Intelligence screening application.



 
 

Need more help? Contact our 24x7x365 Support team or request one-on-one training with your Relationship Manager.

If others in your department would like access to the Market Intelligence platform, they are already covered under the existing license and can register for their own login here »

 
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