Welcome to our step-by-step video guide on setting up and scheduling advanced filters in D&B Finance Analytics. This demonstration includes the following steps:
Create new filter: Elevate your portfolio analysis by creating an advanced filter;
Run filter: Run the filter to view the companies in your portfolio that meet the criteria;
Schedule filter: Automate data updates in line with your advanced filters.
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 managing exports.