HELP: Creating and Navigating a Dashboard

Getting Started:

Number of Companies:

You may run a report for up to 10 companies. For the pricing of reports, click here.

Step 1 – Choosing a Report.

The Dashboard Home page shows examples of the different reports and what data will be included in the report. Not all public companies report all data, so some data elements will be populated. We have optimized the design of the reports for the technology industry, therefore, if detail is available, we will show it. Typically, the largest companies show the most general information, so some of the detailed data points in our reports will not be available. Small to mid-sized companies, however, tend to show more detail (although not always). To create a report, click here

Step 2 – Select Fiscal Year, Time Period and Ticker.

Dashboards are formatted by selecting data sets defined by a fiscal year, a time period and a company. You may compare up to 10 data sets at a time; data sets can be comprised of a mix of companies and time periods, or you can compare the same company over many time periods. Company data is retrieved by stock ticker. A stock ticker look-up box will appear when you start to type in a company’s symbol to ensure that you enter the right symbol. Click Add Ticker when you confirmed each choice in order to include a specific company in the Dashboard. In order to see a company's fiscal year on a calendar basis, you can check the calendar start and end date for each company’s fiscal year by clicking the FY Start and End Date button. If you want to change the fiscal year or time period for a company, delete the entire ticker symbol and choose the company again with the desired FY. In addition, in order to ensure that there is data available for each stock ticker and time period chosen, you may click on the Data Verification button to the right of each company on your list. We will run a quick query into the EDGAR Online database to verify that the data that you have chosen is available. A company may not have filed its results with the SEC for that time period, so it is useful to check before finalizing your report.

Step 3 – Specify Purchase Options.

We offer two options for purchasing reports. The single report option gives you one report that can be downloaded and saved as many times as you require. Data in the report will only be updated in the event that there is a re-filing/restatement by a company for the time period included in your report. You may also choose an Annual Subscription which will allow you to create as many reports as you choose during a 12 month period, any report, for any company, any fiscal year, and any time period.

Purchasing a report.

This link will take you to our shopping cart and secure, SSL connection to PayPal’s credit card processing and PayPal’s industry leading use of data encryption to ensure secure transactions. We accept all major credit cards.

My Dashboards

When you have completed the purchase of a report, you will be re-directed to the My Dashboards tab. There you will be able to access the report you purchased (and any reports you previously purchased), ready to open or download by clicking on the Excel link. You will be prompted to Open/Save your report based on the settings in your web browser. Your purchased reports will remain in My Dashboards and are generated in real time each time you open or download the report. Therefore, if a company re-states its earnings or changes something with its filing, you will get the most up-to-date information available each time you open or download a report.

About the Data

Data Source: OPEXEngine receives its data directly from EDGAR Online (www.edgar-online.com), which makes no claims concerning the validity of the information provided hereby and will not be held liable for any use of this information. The information provided herein may be displayed and printed for your internal business use only and may not be reproduced, retransmitted, distributed, disseminated, sold, published, broadcast or circulated to anyone without the express written consent of EDGAR Online and OPEXEngine, LLC.