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What Actions Can I Perform Within a Report as a User?
What Actions Can I Perform Within a Report as a User?
Janine Zappeij avatar
Written by Janine Zappeij
Updated over a week ago

Welcome to our step-by-step vide guide on how to use report actions in D&B Finance Analytics. This demonstration includes the following steps:

  1. Print, e-mail and export reports: Explore various functionalities to save or share a company report;

  2. Set preferences: Tailor your report export by setting preferences;

  3. Add to portfolio: Monitor a company by adding it to your portfolio;

  4. Save to folder: Efficiently organise your portfolio by categorising companies into folders;

  5. Exclude from portfolio insight: Activate monitoring while excluding a company from analysis overviews;

  6. Save a snapshot: Capture the current state of a company with the snapshot feature;

  7. Order an investigation: Verify live report information by ordering an investigation;

  8. Order a country risk report: For a thorough analysis of cross-border risk, order a country risk report.

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 launch an investigation.

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