You can access the screener tool within the platform, as well as in S&P Cap IQ Pro Office. To access within the platform, navigate to the Apps dropdown and click on 'Screener'.
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.
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.
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.
After you’ve customized the report to your liking, you can export the results into the Excel Spreadsheet by clicking Export.
If you have downloaded and installed S&P Cap IQ Pro 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.
*Screenshots are for illustrative purposes only.
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