OneSource Business Browser User Guide
Contents
1. an executive export menu containing over 60 specific job functions Users can also search by job title Building a Custom Table Locate the 5 tabs under the Layout section Each tab contains a list of variables which can be included in your Curries Tahia table To select a variable simply click on the desired field enn and then click the Add arrow to the right The variable will now appear within the right frame dog I akii fE celal n a fj Once all desired variables have been selected users can Se e a e Ihab Bt be Pe Save the report for later use Use the Saved Custom mitch fi a bere beep Bele TE T oe i Tables dropdown to access previously stored report seein m T mair br brar i formats eed ie lai dii qhia Wr ram ett eee oe shia tome mhg alid bees gee a Lwin To generate your report containing your desired variables gh Von iat Ranibet Fete Lm CI impii ee ee L EEE ee ET ee EF on the target companies click on the Magnifying Glass bimwe uaa Cha a Rad Bii Hea ii etl icon to view in your browser or use the Excel icon in the upper right hand corner to export Fma pl lie Tip To change the location of a particular variable in your report prior to exporting click on the specific variable in the right pane and move up and down the chain Selecting Magnifying Glass icon will launch a menu with additional reports which includes a Quicklist and Company Reports that allows users to generate multiple reports s2. and links to the Top Participants Use the Market Research amp Analyst Report links located in the upper right hand corner to gather additional intelligence such as trends forecasts SWOT analysis and top participants When available a Geographic Segment graph will display the of total companies by region across the entire OneSource dB When using the OneSource industry classifications the RMA Industry Norms report will appear in the report menu under the Market Research header This report provides benchmark financial statements for US private companies within the industry sorted by sales size Cage ad fopa ad Gkal hayri lirat i iuny i feted ay aries heme Hjpirti Biological Product except Deagnostic Manufacturing Biata BAGI Su Cale 2 a Fa IE fatal i ampiga Lisi Hhimate Parni Indai 62 pies DTuawed Fyi CS Cie of iian deed Bett CED Farst Induviry LE Goa nenem mhisin pry engaged i murah ung acon Shee CD haar pun medi mane acts EFREN ERA eT e ETT Ti ilapja the ir Liner Tiii Uira giihi pinili ee GEA i Chama TU B nk y Tsaa Dimp amp Tale ifi lp ie mi BY Peddie i FE ender R La mihi sf eal Gertoerce Spr Heaktcare Seton liber ma Someta Gece fractionated utara veces cf plant or anor rear aa home File Formal Freedora Pesu Pippi Pelee hata nt Beate ep raed ae Dearie Tiree iiini aiir Prati Daftetoreicr befir Probi Datemorier Dsdu
3. Use of the biographical data points such as age amp salary will limit your search exclusively to executives with Reuters biographies Guictk Search anh Yee ees pre F ri sij FPerjub See at TE Misa ir F CA rat ima 7 Ba AMIBE on a i en E E ra 1 CneSource ri biim Sie bh mH krri Area Larsi i zapra JESE U1 diiin Lrt Bee Da ieir ee Piria leih deve ein ikam a Be r cee bee BSH bamm 5h LE be ete Bet Bak arg an M a ety mk a OneSource Business Browser User Guide Industry Research Industry research provides critical insight into a company s business climate Whether trying to understand a client or prospect s industry to leverage your company s value proposition or using the information to educate potential candidates in the recruiting industry this valuable perspective will help in your research There are 3 ways to access the Industry Research module 1 From the Quick Search text box on the product homepage OR 2 By clicking on the Industries link at the top of any page The Industry Search option provides the ability to search by industry activity or by industry description The Industry Browse option presents a hierarchal view of the various industry classifications with the ability to expand and collapse across the industry family tree This view also displays the various related industry activities OR 3 From within Company s Summary click on the Industry description lo
4. cated within the Industry section This will open the Industry summary page described in the section below Tip To ensure the best results use an Asterisk or Wildcard shift 8 key when searching across descriptions and activities i e Biotech will return results like Biotechnological OneSi ource Limia usheess Hrowser Home Companies Ewecutiwes Indushies Nemes Reports Saved bea Friday 13 March 2009 Recently Viewed Companies SEAL ie Carperabor amp cies Sunglasses Mason Bos Co Bose Corpdeatioc Best Buy Ca Imt Quick Search H Compariles industr y5 Search Industry GBrowse Companies Executives News j OneSource Industry ANZSIC 20008 HACE S002 Halls 2002 UK SiT 2003 US SIC 1387 Executives amp Articles OneSource OneSource Business Browser User Guide i a p 7 OneSource Industry Summary Page lite I nyai The Industry Summary Page displays a brief description of the industry in addition to a listing of the associated Activities across the various lines of business The Industry Family link Profile harba iigaeaerh will display a hierarchal view of the sd michel iira bo various Classifications that comprise E a bai ieehuetry Aiei the industry iiaia tose eh Anyi Ppi ini lira This module also includes links to 3 aii acer party Related Sites applicable to the heleni tana industry as well as a listing of Industry Trend articles
5. es Strengths Weaknesses Peer Analysis v Filings SEC Filings 4nnual Reports v Financials Financial Report Reuters Financial Report 45 Reported Financial Health Ratio Compansons Geographic Segments Business Segments Income Statement Annual Reuters Intenirn Reuters Annual As Reported Intenim 45 Reported Balance Sheet Annual Reuters Intenim Reuters Annual As Reported Interim 45 Reported Y Cash Flows Annual Reuters nterin Reuters Annual As Reported Intenim As Reported a pha OneSource Business Browser User Guide OneSource ource Global Business Browser Building a Target List of Companies Select Build a List from the Companies drop down Hame lee ree eee at the top of every page to identify companies that meet i Friday Build a List your criteria ent Search Recenth viewed companies Genzyme Corporation i j Ames Sunglasses Mason Box Oo Bote Corporation Loom pac nies guick Search Defining your Search Variables The Search Variable Page will now appear Users that subscribe to multiple geographies will see several tabs 7 across the top of the page To search across all P L tA stdin we ol a licensed geographies use the Global tab to the far left ny ee ee Otherwise choose the specific geography that you wish to focus your search around ion a a Fn gr f ee mar n ge O There are 5 groups of variables to conduct company Searche
6. es and self register for a time convenient to their schedule Classes typically last 1 hour and are a great way for new users to learn how to use the product or for existing users to sharpen their product skills onSoarce urce Global Business Errare Home Companlee Euecilivee Tidliriries Heme k Reperts Saved Memis Tushar J Aune 2009 Regentby Viewed Companies Quick Search Denie Corpoarabon Baeabot lnttrmnatcnal Led Peter SPL IS H ET al Aost Sunglasses 5 oo Companies Executives Hews amp Articles Industies harrow Advarer Manpower Ine Altar Magnebes Ihe gugered hey Tet amd h rearri nrc POU or Ieee ie nya a q Q a Hyind Tear rara mi TT E ey alu Deyi
7. in crafting your search eUse the Headline button next to the Free Text Keyword box to require certain words or phrases to appear in the headline of the article eUse quotation marks to require certain words or phrases to appear in succession i e initial public offering eIf your search yields no results try removing topics to broaden your requirements OneSource pha nas amp OneSource Business Browser User Guide Getting Help In addition to traditional means of support such as 800 tech support and email osfeedback onesource com there are also several other ways to get help from OneSource The following features appear in the OneSource Banner at the top of all Pages throughout the product e The Live Support link opens an instant message IM chat with a OneSource Technical Representative This requires no additional software to download and users have the ability to request a transcript of the chat be sent via email Live Support is available M F from 4 00 AM 8 00 PM Eastern Time e The Feedback link can be used to communicate general comments such as suggestions for future product enhancements or to alert the OneSource content team of a data discrepancy Use the Support dropdown to activate a menu displaying links to recorded tutorials reference guides a comprehensive FAQ s database telephone contact s and Free Product Training Webinars Users can browse the list of available course titl
8. j UTEE Ginb Pastas Hirer EE Ree wives Tot chs rd a Pirma Be Heperi Piondep T bma TOig Quick Search Reomthy Viewed Companies Maier rt FL Tarps Capea Rees e n T ETE afrim Settee Pu dey Companies Mangere Ir Rite Magness drii AFF fitted Temi Alai Dap buen Oneaaure Ph inn 2 OneSource Business Browser User Guide Available Company Reports Corporate Overview In depth business descriptions brand amp trade names summary financial information Executives Displays a listing of key executives at all levels and is exportable to Excel Links to executive biographies including Web biographies which reference executive Web sightings In many cases these Web biographies include email addresses Look for the LinkedIn icon to identify executives within 3 degrees of your personal LinkedIn profile Corporate Family Displays the corporate hierarchy of ownership for subsidiaries amp branches associated under the same corporate umbrella Hyperlinks will lead to other Company Summary pages Recent or pending merger amp acquisitions and joint ventures are highlighted in red with links to news and articles related to corporate structural changes Closest Neighbors Peers Displays closest neighbors and peers from the physical address of the company being researched Great for identifying potential opportunities and competitors when location is a critical factor For example a regional bank can
9. review Pane to broaden or narrow your criteria Add Free Text Keywords to help narrow your results further OneSource pee ee a penne Secanch Aesi Qaanecc Lard Sear lers amp Anti Erias Search Crm rnris i es Dot angu Laig jj eee haida MERI at ene OS Poe ites hme t Crs rs Flew 9 25 A Bale Tos Speers Theses os ae A Oe Ta a L i The DOT Pree QI eet 1 iwi ST Preasesre 36 Grewia PRRs Lad hey pf a Pe Dee Ey Set OneSource Glad feria weer F TeEACOSTHL Te Hume Creu pacers Ceea liel Mei A eperte Sarl Plann sO a p otros i faoeed ad Salary com Inc a 7 Praida cercury Succ LEI ew Hiri Emporreu h nd Tingetials ji LEE md E Hian Hi pH Company Typen Puhir ndadani e kum Smar 5 aay ey NN OneSource Pea BES hisha Fieiness Poona F Weeenone arcethoereccen oer Canfas Paecutriecs Briefasa dria hret A Reports feet E Hews A Reports Advances Search aa i hes A odes ineme Boroa Se hi Stroctered AEE nin Porn uh Ae ho red For n ei 0d Ore eee Cl ara _ i fender amp Drug Fa f reo z j Sra 2 Poon Tg a a ms a a Ler Bere Dessurreesst L Hines l Cpmpsany Meat C cce Senetove J Limit To Sources Typa Pubdicabions r i izi Date en l ere Kod Bury s mha me ape Cr bent Tip a Frami ti cee AE C Abert 25 SE Dee ace T l Crbchee ae 200 kesered Besir Pokey icien Sete Tip eUse the Search Tips at the top of the Page for help
10. rtry Prom Toury Emphrprr harri lenahip Ur ri Turn NRJ BELO Pubi Pemi Crech Aii hik E ar Prove IPoA Unwind hi HI Frente Sieakary pte tea neh Ay Pabi Pare noted Daa Oia iM Pyle bared fale a ha a PERT Ti pia Falie Blade Pati FU Meeepewee LFS 140 wardi i el L E mI PE eerie es LS ee Pet eid Lae ie ee PE Renter e ifp M er O1 lor IHH Draken va ark Ee agi ets f A aaga Cousbry Total Lampanies Levine Sita rat Total Companion 5 Chara 14 07 Piip Mpi Hiri TE F F E dry j Tij i F F USERI Farji s Tok Tii eas ed a i A p maA D Joa bp Pia Piibe Gap Pah all a perni i piping D ee D Fiaa iia ni Ha Gal pert i rei a Pet a peii Denes hi A aa iriri Piga Pete OneSource i a poe OneSource Business Browser User Guide Creating an Alert There are 3 ways to create an Alert By using the Save Search link on the results screen during a News amp Articles search By clicking on the Alert icon in the upper right corner from within a Company Summary page By clicking on the New amp Reports tab at the top of any page Choose from Basic News amp Reports Advanced News and Analyst Reports from the dropdown list Use the Company Business Topic Industry and Geography tabs to craft your topics and companies of interest Select the appropriate item and click Add To Search to populate the Preview pane Use the And Or Not buttons under the P
11. s Location Company Size Adviser amp Market Each set contains multiple variables to narrow your desired results Select all required variables and click Run Search in the A upper right hand corner of the Page You can also save your criteria set by clicking Save Search Retrieve previously saved searches by using the Select Saved Search dropdown in the upper left corner Tip Be mindful of the criteria used for searching i e T PER EEA TEE ANT using sales growth or market will only yield results for publicly traded companies Use the Search Tips link in the upper right hand corner to achieve your desired results Up to 1 000 result records can be viewed and up to 5 000 can be exported These limitations can be avoided by using additional variables i e build two lists using selected Regions or groups of Industries OneSource boas se OneSource Business Browser User Guide Creating Reports with Search Results Once all required variables are entered and Run Search results in less than 5 000 records 4 reporting links will activate in the upper right hand corner View Results available only if search results are less than 1 000 Build Custom Table links to a menu containing over 100 unique variables which can be exported into a custom report See below Export Results creates a pre populated report in Excel displaying key variables such as location sales assets and ownership Export Contacts links to
12. source r a pha nas amp OneSource Business Browser User Guide Search for a Target Company Search for a company in the Quick Search section by typing the desired company name Use an asterisk if you are unsure of the exact spelling i e Reeb for Reebok The next page will display the list of companies matching your criteria Each hyperlink represents a company profile which contains additional information for that particular location Tip Use the Refine Search filter on the left side of the results Page to narrow the search If O results are found uncheck the Exclude Small Companies box and click Run Search This will expand your search by including the small companies subset with companies under 5M in sales or fewer than 5 employees Researching a Target Company Click on the specific company hyperlink from the Search Results Page The Company Summary Page will be displayed The right side of the page will display important company information such as address website phone sales size employee count business description and linkages to the Industry Research module The left side of the page contains a series of hyperlinks which represent available company reports The next section of this guide will highlight some of these reports in more detail Tip The number of available reports in the left hand menu will depend on the size and ownership type of the company Hnornrer EEE OneSou
13. uch as Executives and Corporate Family ource a pha OneSource Business Browser User Guide Building a Target List of Executives Select Executives from the main navigation bar to identify key business decision makers Defining your Search Variables The Search Variable Page will now appear Users that subscribe to multiple geographies will see several tabs across the top of the page To search across all licensed geographies use the Global tab to the far left Otherwise choose the specific geography that you wish to focus your search around There are 5 groups of variables to conduct executive Searches Executives Location Company Size Adviser amp Market Each set contains multiple variables to narrow your desired results Select all required variables and click Run Search in the upper right hand corner of the page You can also save your criteria set by clicking Save Search Retrieve previously saved searches by using the Select Saved Search dropdown in the upper left corner Tip Be mindful of the criteria used for searching i e using sales growth or market will only yield results for publicly traded companies Use the Search Tips link in the upper right hand corner to achieve your desired results Up to 1 000 result records can be viewed and up to 5 000 can be exported These limitations can be avoided by using additional variables i e build two lists using selected Regions or groups of Industries
14. use their bank location address to determine potential customers within a 100 mile radius Additional custom reporting can also be generated from the displayed results OneStop Allows users to consolidate multiple reports into a single report Peer Analysis Screening function to help identify the target company s closest peers competitors Compare by industry SIC Code sales employees or asset size Filings SEC filings amp Annual Reports Table of contents of the 8Ks 10Qs 10Ks S Registrations 14As and 20F filings submitted in the last 12 months PUB Financial Health Qualitative report listing key indicators margins ratios and Stock Price Data for all public companies PUB Financial Statements Annual amp Interim Income Balance amp Cash Flow statements covering up to 10 years amp 16 quarters All are exportable to Excel Reuters version provides a standardized format to simplify comparables As Reported for original filing without line item roll ups Contains a glossary of financial terms for reference PUB PUB Indicates that the report is typically only available for a publicly traded company Collapse all Expand all Y Profile Company Summary Corporates Overview Executives Corporate Family Closest Neighbors Peers IT Profile Onestop Report T News amp Analysis Latest News Stories Articles Significant Developments Competitors Report Analysts Reports Strategic Initiativ
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