LexisNexis Dossier Suite User Guide

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1 LexisNexis Dossier Suite User Guide Table of Contents LexisNexis Dossier Suite Overview...2 Find a Company...2 Create a List Company...3 Compare Companies...5 Find an Industry... 6 Find an Executive...7 Create a List Executive...7 Online Help & Customer Support... 8

2 LexisNexis Dossier Suite Overview Gain deeper insights into the players and dynamics of your marketplace using comprehensive company, executive and industry information. LexisNexis Company Dossier reports cover over 80 million public, private and global companies. LexisNexis Industry Dossier provides in-depth reports on various industry dynamics, financial metrics and macroeconomics. LexisNexis Executive Dossier helps you understand and connect with the key decision makers within the companies relevant to your business. With LexisNexis Dossier business intelligence suite, you can quickly: Prepare on-point presentations and reports before meeting with prospects or analyzing business opportunities. The MarketLine premium SWOT analysis reports help you quickly identify an organization s strengths, weaknesses, opportunities and threats, as well as company revenue streams. Identify and pre-qualify potential customers based on specific criteria including industry, sales, geographic location, earnings and position titles. Conduct in-depth company and financial analysis for insights needed to succeed in today s global economy. Create multi-level, executive contact lists, including and phone contact data. Explore competitors, their businesses, performance and litigation. Create customized reports, including full cite lists of results. Print only those cited documents that are most relevant. LexisNexis Company Dossier Find a Company The Find a Company tab within LexisNexis Company Dossier allows you to access the in-depth profile on a company of your choice. You have the ability to search by company name, DUNS Number, Ticker Symbol or Dossier ID. If you aren t looking for a particular company, you can also perform a search to obtain a list of a companies. For more information see the Create a List-- Company section. After finding the company of interest, the LexisNexis Dossier company profile snapshot will be displayed. The snapshot includes general company information such as: Company contact information, including: address, phone, fax, Web address DUNS Number Ticker symbol and stock information Number of employees Primary SIC and NAICS Detailed business description Top executives and board of directors Financials Current news 2

3 From the left-hand navigation, you can dive deeper into the areas of: Executives Company Hierarchy Competitors News Financials, including SEC Filings, SWOT Analysis, Analyst Reports Legal Intellectual Property As you dive into these additional sources, you will see that the source name and load dates are clearly indicated for all documents. You can also add documents to the print/ /download delivery cart by checking the box to the left of the name of the document. Download options include the ability to create a PDF report, complete with a cite list and an auto generated table of contents with hyperlink navigation. Create a List Company The Create a Company List tab allows you to create on-point target lists, based on the criteria you select. Available criteria include: Company Type, (public or private), headquarters only, Revenue, Employees, Company Name, various location-based criteria, SIC or NAICS Code, Ticker Symbol, or Dossier ID. Select your criteria and click Create. Other options on the Create a Company List form: Currency Conversion You will see a currency conversion pull down in the upper-right corner. Use this to select the currency in which you want to search revenue. The pull down defaults to U.S. dollars, and it includes Australian dollars, British pounds, Canadian dollars, Euros and Japanese yen. SIC and NAICS lookup tools If you do not know the SIC or NAICS code for your desired industry, use these tools to browse for particular industries or enter industry keywords. 3

4 After entering your criteria and clicking Create, a preview of Your Company List results is provided. Select the hyperlink to open any of the sample companies. Upon previewing, you can select Edit Search to fine-tune your search, if desired. When you are satisfied with your search, click Next: Customize List in the upper right of your screen. The Customize Your Company List screen allows you to customize the elements to be included in your company list. On this screen you can also select how many results to download, and you can determine the sort order of the results. Once you have selected your desired options, click Update Company List at the bottom of your screen. The Your Company List Results screen displays your customized results list. Functionality on this screen includes: Edit Search Click this link to revise your search criteria New Search Click this link to start a new search Save Search Click this link to save your search as a template for your future searches Customize Click this link to revise the fields that display in your list Company Name Click on a company name to obtain a profile of that company Downloading Check the boxes next to the company names whose records you wish to download. After selecting your desired companies, click Download Selected Items to continue. You are able to download up to 3,000 records at a time. After clicking Download Selected Items, your results will download to an Excel spreadsheet or a CSV-formatted file. 4

5 Compare Companies With LexisNexis Dossier you can also compare up to five companies by entering the company names or ticker symbols. Only companies traded on one of the U.S. stock exchanges can be compared using this feature. The report compares balance sheet, income statement and ratio information for companies that are listed on one of the U.S. stock exchanges. By default, the financial information will be displayed in the currency that the company reports to the SEC. The currency can be changed using the Currency pull-down menu. 5

6 LexisNexis Executive Dossier Find an Executive The Find an Executive tab within LexisNexis Dossier allows you to access profiles of key executives. To conduct your search, you will need to enter the last name (first name is optional) and the company name and/or any additional relevant terms (e.g., title). You can also select the sources you would like included in your search. Executive Profiles and All News are selected by default, but you can also include Negative News, SEC Filings, Congressional Testimony, United States Case Information and Commonwealth & Irish Case Information to your search. Create a List Executive From the Create an Executive List tab you can create a targeted list of executives based upon your desired criteria. The Create an Executive list form includes all of the same criteria and functionality as on the Create a List Company form but also includes criteria for Job Title (free text search), Specialty (e.g., human resources) and Function, which relates to the level of seniority (e.g., director). Select one or all specialties and functions from the respective pull downs, or click Select Multiple to choose multiple specialties or multiple functions. Select your criteria and click Create. After entering your criteria and clicking Create, a preview of Your Executive List results is provided. Select the hyperlink to open the company profile for any of the companies on the list. Select the name hyperlink to search for an executive profile on the individual. Note: there may not be executive profiles for all the executives within the list. Upon previewing the list, you can select Edit Search to fine-tune your search, if desired. When you are satisfied with your search, click Next: Customize List in the upper right of your screen. 6

7 The Customize Your Executive List screen allows you to customize the attributes to be included in your list. On this screen you can also select how many results to download, and you can determine the sort order of the results. Once you have selected your desired options, click Update Executive List at the bottom of your screen. The Your Executive List Results screen displays your customized results list. Functionality on this screen includes: Edit Search Click this link to revise your search criteria New Search Click this link to start a new search Save Search Click this link to save your search as a template for your future searches Customize Click this link to revise the fields that display in your list Executive Names Click on a person s name to obtain news or reports on that person Downloading Check the boxes next to the people s names whose records you wish to download. After selecting your desired executives, click Download Selected Items to continue. (See more detail below.) LinkedIn Integration Click on the icon next to each person s name to search for that person within LinkedIn From the Your Executive List Results page, click the checkboxes to select the people you wish to download and click Download Selected Items. You will have the choice to download your results to an Excel spreadsheet or to a CSV- formatted file. You can download up to 3,000 records at a time. 7

8 LexisNexis Industry Dossier Find an Industry The Find an Industry tab allows you to research and learn more about a specific industry. To retrieve information on more than 1,200 industries with a single search, you can enter keywords or SIC codes to find the industry. Enter your desired terms and click Find. After selecting the specific industry you are interested in, you will get to the Industry Overview snapshot. Choose from different reports and news options on the left-hand panel. Content includes: Snapshot: Concise industry overview that can include industry overview, top companies by sales, ratio components and market performance indicators Recent News: Recent news related to the industry Integra Industry Reports: View a detailed industry balance sheet MarketLine Reports: Industry Reports by country include competitive landscape, leading companies, even forecast value Mergers: Find information about the top mergers (by price offered) Legislative Information: Browse recent U.S. Congressional bills that pertain to the industry Similar to the company profiles, you can select documents to print, download or . Source names and load dates are also clearly indicated. Additional Assistance Online Help Access online context-sensitive help available anywhere you see this icon: Customer Support The world-class LexisNexis Customer Support team is available 24 hours a day, 7 days a week to assist you with any questions you may have. For toll-free assistance, call LexisNexis and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. Other products or services may be trademarks or registered trademarks of their respective companies LexisNexis. All rights reserved. NBI

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