HOW TO ADD COMPANIES TO RISK TRACKER
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1 HOW TO ADD COMPANIES TO RISK TRACKER Document Creation Author(s) 2/20/2015 Steve Meitzler
2 Adding Companies to Risk Tracker When using the Creditsafe Risk tracker there are several ways that you can add companies to your portfolios, these are: Automatically The default setting for Risk Tracker is to automatically add companies to your risk tracker every time you view a report. This setting can be managed within the product itself. Click on the Risk Tracker tab on the main and select the All Portfolio Companies tab. Click the Automatically add companies to my Risk tracker option and click Save. If set to Automatically add then the blue Follow button on all company report pages will now be a green Following button as the company will have automatically been added to your default portfolio. 2 HOW TO ADD COMPANIES TO RISK TRACKER
3 Need more help? Contact your account manager on (855) or Manually When viewing a company report clicking the Follow button in the middle of the screen will open a box allowing you to choose a portfolio to which this company will be added from the drop-down available. You can also use the Reference box to assign a reference to this company within the Risk Tracker portfolios. Once added, the button will turn green and the text will change to state Following If you would prefer to manually add companies to your Risk Tracker, click on the Risk Tracker tab on the main and select the All Portfolio Companies tab. Click the I will add companies to my Risk tracker myself option and click Save. HOW TO ADD COMPANIES TO RISK TRACKER 3
4 Bulk If you have a file or list of companies you would like to upload into the product this can be done by selecting the Import/Export tab from within the Risk Tracker. The first step is to choose the portfolio to which the companies will be uploaded. Then you have two choices: Option 1 Manually entering company numbers or names into the box provided, only one record per line. If you type the letter a, after the company name/number you can then type a reference alongside which will be added as a Free text when uploaded. 4 HOW TO ADD COMPANIES TO RISK TRACKER
5 Need more help? Contact your account manager on (855) or Or Option 2 Uploading a.csv file with company numbers listed in Column A of the file and anything you would like appended to the Free text alongside the records in Column B. Once satisfied simply hit the Add to Portfolio button and we will try to match the submitted data to records on our database. All matched records will be added to the pre-selected portfolio. Please note this method is completely dependent on the accuracy of the data you submit, if you would like us to try to improve your records please contact us on (855) and ask your account manager about our Data cleaning service. HOW TO ADD COMPANIES TO RISK TRACKER 5
6 How to view & export changes within your Risk Tracker portfolio The first step to viewing changes within your portfolio is to simply visit Risk tracker from the left menu. Select your chosen portfolio Here you can edit the types of notifications you would like to receive. Make sure you click Save after you make any changes. 6 HOW TO ADD COMPANIES TO RISK TRACKER
7 Need more help? Contact your account manager on (855) or Also shown on this page are companies in the selected portfolio with changes in the last 48 hours and 30 days. In order to export these changes, select Import / Export from the top menu. Choose Export from the top left of the page Follow these simple steps:» Choose portfolios to export» Choose Criteria to export» Input the address that you wish to receive the data» Click Export and your data will be ed to you shortly HOW TO ADD COMPANIES TO RISK TRACKER 7
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