Q: What data do each of the reports display?
A: On the Reports page, there is an 'About' link next to every
report group heading. Click the link to learn about each of the reports in that group.
Q: How do I create a report?
A: To create a report, simply choose a report (Step 1) from the menu
on your home page or from the list in the Reports section. Follow the subsequent steps, including optional filters and
view preferences. Click 'Create Report' and your search results will be displayed on the next page.
Q: Why can't I type a filer name into the text field in Step 2?
A: Unlike ticker symbols which are unique, there can be any number of
filers with the same name as the filer you intend to search on; therefore, it is necessary to use the Filer Lookup to
find the specific filer you are looking for. Once you have found the filer, click their name and it will automatically
load into the text field in Step 2.
Q: Why am I not getting results to my search?
A: Depending on the combination of filters you select, you may receive
few or no results. Try broadening your search filter preferences to get more results.
Q: Why do my results take so long to appear?
A: Our system has been optimized to serve up your results quickly;
however, broad searches on large companies with many filers, for example, can take some time to generate. Please be
patient. If you feel that there is a problem with the performance of a particular report, please send us a message or
call Client Services at 516-945-0020.
Q: How does 'Download to Excel' work?
A: If you have purchased the Download to Excel option, you will be
able to download and view your search results in Microsoft Excel format. Simply click the 'Download to Excel' button
at the top of your search results page. A window will pop up with a temporary message while the Excel file is
downloaded. When the file is finished generating, the window will refresh with a link to download the Excel file. If
you have your browser set to handle Excel files, then it will be displayed in a browser window.
Q: How do I change some of my search criteria once I generate
A: On the results page, click 'Modify Search' to go back to Step 2
and change some or all of your filter options. Click 'Create Report' and you will get results reflecting the modified