DNBi Quick Start User Guide
Contents
1. N Ls reor a MANAGEMENT DNBi Quick Start User Guide Decide with Confidence DNBL DNBi Quick Start User Guide Dee DNBi L S l og on creen Welcome to DNBi OME 6 an innovative web based piem that asoma the effectiveness of pour credit management opengbon Powerful yet FOU elas BOSS D e The internet address for DNBi is https eu1 DNBi com this will take you through to the DNBi homepage Login with your DNBi login details here If you have not received login details please contact your DNBi Administrator who will be able to set you up as a user Searching for an Organisation in DNBi Quick Search Bar Risk Management LL A x Alerts Account Manager Decision Maker Global Reporting Admin A Companies Dashboard t Bebis DAE s gaai custommabie to suit the way pou busresss vanis gaing maormation row ts i ity queens about poor C Mebi when Poe ned E HE account pitas OMEA us at 087 23 244 o customerheetded com i j 4 E q w o EEB chm ets you ow DT ie your rk onine n an nest R e ia b UGA Bre HTE our bere pirika Bee A Siem hegere pa ww a Make tend nfed decmons ung hee dea g tnx squat changes and configues alt a ey a Gregte shared workspaces for better managed k F L TEETE el ha iw i rc K i At the top of every DNBi screen you will find the Quick Search Bar You can search for a business in a number of ways us2. SOtenker 36700 neinintaben SO TCO anytime for the duration of your Added Portali 237062010 seen snapshot i UNIT 5 JUPITER HOUSE mE contract useful for auditing Address Registered Address UNT web Ee asir eeo e mail purposes You can also save CALLEVA PARK Create Account multiple snapshots over time READING l Order Investigation BERKSHIRE for the same company soo Map using Googie Phone Fax Using Folders in DNBi Folders are used to group companies and track a Search Enter amnary Hame D D U H 5 or Registration amp Enter Cay Seket Gourery Vou ne it Compete Companies Eras Filters Filner Femara Create Mmea Fodder Folder dome 2 Owner Abert Profile 4 Al Companies Seere Chey a All Credit Files ar Severe Oey 1 My Companies 1 Standard i Aitamii ia Aapkaalene a i Anapshets ae i brarangetinns uw Anoma ers Poder 2 Financial Director wiew bema 20 M Using Monitoring and Alerts in DNBi aloe pine their risk using live data updates from D amp B For example you can create folders for various industry sectors Folders are found within the Companies Tab at the top of the DNBi page and velas O you may create as many as required to match Inems 1 9 of Options the needs of your portfolio To create a new ca folder simply click the Create New Folder tab ea To add a report to a folder simply click the Ad
3. certain countries due to the 3 Decide with Confidence
4. d ta to Folder Link in the top right of the Company Eat Deste report By doing this you will receive Monitoring kama 14 olp and alert information on this organisation Alerts will be generated for the countries listed below depending upon your profile settings Andorra Luxembourg Austria Monaco Belgium Netherlands Canada Portugal France San Marino Germany Spain Ireland Switzerland Italy United Kingdom Liechtenstein United States of America profiles are completely customisable however availability of certain data elements Alerts are triggered notifications and can be emailed to you in DNBi to help you monitor activity on companies in your portfolio The Alerts tab is the central place to manage and view these items however key notices are displayed throughout DNBi For a company to be monitored it must be added to a DNBi folder To enable alerts in DNBi you will need to configure your alert profiles and assign these profiles to folders This will then enable alerts for all businesses in the selected folders as defined in the profile DNBi comes with three default Alert profiles Standard Includes Alerts on standard events across a broad range of change types Severe Only Triggers Alerts on major events such as bankruptcy Custom Has no preset elements or thresholds you can select from any of the available data elements to create your own unique profile All three Alert some alerts may not be available in
5. ilable in DNBi displaying iam 39 1 Guarantees H4 21 No Special Events Advised all the data available within the D amp B PEE EE eee database Each report contains the Principals same DNBi Menu Tabs which appear mancat i Notes D amp B Max Credit Recommendation tlx D amp B Company Overview tix at the top left of your DNBi screen panama i D amp B Max Credit Recommendation Guarantees Company Name CAMBERWELL CARS LTD T h ese tabs are u sed to navi g ate Kor riia Advised Registration Address 27 Denmark Hill Camberwell London SES 8RS through the report To customise how ici tae son Start Date 1988 your report is displayed click iiscompany View Details Legal Form A Gay t Click hereto provide istration Number Customise in the top right corner to fesbact on meEcF maiinis seai move data elements as you require DAB 2 Decide with Confidence Using Snapshots in DNBi Taking a company Snapshot l C a a Account Manager Decision Maker Global Reporting Admin allows you to Save a point in Q Search Enter Company Name ID D U N S or Registration Enter City Select Country v More Options ti me arch ive of any D amp B Live You are in Search Results Live Report NEWCASTLE PLC Report on any company which os 828 R i Live Report NEWCASTLE PLC Jor Bee apotieil Print E Mail PDF Preferences can be viewed or emailed at Den
6. ing in the C Search Enter Company Name D D U N S or Registration Enter Cty Select Country v More Options D U N S Number the business You aren Dashbor registration number or name of the Dashboard wt business you are searching Note if you search by company name you will also need to add a country and a list will be generated If Quick Search does not return the correct case your search criteria can be further refined in Full Company Search by clicking More Options Full Company Search allows you to enter a company s address city postcode and telephone number for a more precise match Important In order to benefit from much of the rich functionality DNBi provides you must make a report Live by adding it to a folder By doing this the case will automatically be tracked via the dashboard and you will receive notification as D amp B receive information that affects the status of this organisation Using Reports in DNBi Company Summary P f Customize A DN Bi Live Report displays the E Currency Shown in GBP unless otherwise indicated Ela Corporate Linkage most current data for a business from ae ea 1 D amp B Average D amp B Failure Score D amp B Maximum D amp B Rating D amp B Delinquency Insolvency the D amp B database There IS one type Trade Payments Days Beyond redit core Process Indicator row Terms Recommendation of report ava
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