Using the Custom Reporting List

The Custom Reporting sub-page of the Create Reports page in Mergent Online enables you to select all the pages that will appear in a report in one systematic operation. You may also wish to build a report "on-the-fly", that is, add the currently displayed page to a report. Each of the Company Detail and Company Financial pages has a Custom Reporting List block that enables you to do this. When you have selected the pages you want in the report this way, it can be viewed or downloaded in the usual formats.

After pages have been added to the list, they can be disabled temporarily from any report generated or deleted permanently from the list.

The Custom Reporting List block appears at the right side of the page. To save screen space in many pages, the Custom Reporting List is an expandable block. The block is normally only one line high. This line can be expanded to full size by moving the mouse pointer over the word Expand at the right of the one line block.

This will expand to this

To build a report

1. Display the page to wish to add to the report.
2. Choose the to Custom Report List link in the Custom Reporting List block in the page.
   This will add the page name to the block. The check box in front of the page name will be set, showing that it will be included in any report generated.
3. Repeat steps 1. to 2. for other pages of interest that you may wish to appear in the report.
4. Clear the check box of any page you do not wish to appear in the report.
   They remain in the list and so can be re-added to a later report.
5. Choose Report to display the report.
   This will display a request for the report format required.
6. Select the radio button for the report format you want.
7. Choose Create Report.
   This will display the report on the screen using the appropriate program.

To delete pages from the list

1. Clear the check boxes of the page names that you wish to keep.
   This procedure will delete the page names that have their check boxes set.
2. Choose Remove.
   All the marked pages will be removed. Notice that the remaining page names now have their check boxes set, so that they will appear in reports.