Welcome to our step-by-step video guide on how to navigate through the workspace library in D&B Finance Analytics. This demonstration includes the following steps:
Folders: Categorise and manage companies in the portfolio by creating folders;
Alert profiles: Monitor changes to a company by linking an alert profile to the entire portfolio or a specific folder;
D&B Live Reports: Access up-to-date data of companies in the portfolio through D&B Live Reports;
Filters: Narrow your data set by filtering on various criteria, such as country and folders;
Export: Export all or specific data of portfolio companies;
Table settings: Customise variables for columns and future exports;
My exports: Gain access to exported data from the last seven days;
Snapshots: Review saved static report snapshots;
All companies: Get an overview of all companies in the portfolio;
US public records: Search for relevant public records (US only);
Investigations: View pending and completed investigations;
History: Look over a comprehensive list of all companies consulted in D&B Finance Analytics.
Let's get started on unlocking the insights you need!
Ready for the next step? Continue your journey in D&B Finance Analytics and watch the follow-up demonstration video on how to create and manage an alert profile.