Advanced Filings Search App...• The Advanced search allows you to search by multiple criteria such...

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Advanced Filings Search App WHY SHOULD I USE THE APP? The Advanced Filings Search provides a quick and easy way to perform a comprehensive and granular search of the filings environment. Coverage includes both real time and historical information across domestic and international company filings and reports. Delta reports are available for 10Ks and 10Qs. You can save your searches to run them on a regular basis and add filings to your briefcase to refer to at a later date. KEY FACTS The Advanced search allows you to search by multiple criteria such as Company, Industry, Category and Region. Documents can be added to your briefcase, downloaded in PDF, Word, HTML and Delta and headlines can be exported to Excel. Click on a column heading to sort results The main search panel includes easily customizable drop down options TOP TIPS ON HOW TO USE THE APP To access the Advanced Filings Search app, search for Advanced Filings or enter “ADVFIL” in the search box and select it from the results. Create your search using the drop down options or input fields. Mouse over on the information icon ‘i’ next to Keyword and DCN fields to get a definition. Last Update Date and Time stamp displaying at the bottom of criteria builders on the left side panel

Transcript of Advanced Filings Search App...• The Advanced search allows you to search by multiple criteria such...

Page 1: Advanced Filings Search App...• The Advanced search allows you to search by multiple criteria such as Company, Industry, Category and Region. • Documents can be added to your briefcase,

Advanced Filings Search AppWHY SHOULD I USE THE APP?The Advanced Filings Search provides a quick and easy way to perform a comprehensive and granular search of the filings environment. Coverage includes both real time and historical information across domestic and international company filings and reports. Delta reports are available for 10Ks and 10Qs. You can save your searches to run them on a regular basis and add filings to your briefcase to refer to at a later date.

KEY FACTS• The Advanced search allows you to search by multiple criteria such as Company, Industry, Category and Region.

• Documents can be added to your briefcase, downloaded in PDF, Word, HTML and Delta and headlines can be exported to Excel.

Click on a column heading to sort results The main search panel includes easily customizable drop down options

TOP TIPS ON HOW TO USE THE APP• To access the Advanced Filings Search app, search for Advanced Filings or enter “ADVFIL” in the search box and select it from the results.

• Create your search using the drop down options or input fields. Mouse over on the information icon ‘i’ next to Keyword and DCN fields to get a definition.

Last Update Date and Time stamp displaying at the bottom of criteria builders on the left side panel

Page 2: Advanced Filings Search App...• The Advanced search allows you to search by multiple criteria such as Company, Industry, Category and Region. • Documents can be added to your briefcase,

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• You can save your search and set it as the default for the app.

• Click Format icon to download document in the PDF, HTML, TXT, DELTA etc.

• Input the DCN (Document Control Number) or the Edgar Accession Number in the available input field in search criteria box then click search to return that single respective filing report.

• Click on the Company name or RIC (depending on your selected display options) to open the Company overview page.

• The highlight tool at the top of the view gives you the ability to highlight keywords from the results.

• You can sort the results by column headings, only the “format” column is not sortable.

• The column headings displayed can be updated to suit your needs, click on the cog wheel on the top right side of the app to customize the items displayed.

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• Multi select from the results view and then download the list of headings to Excel or you can add the filing to your briefcase to review later. Up to 100 documents can be added to your briefcase.