Requesting Financial Statements

Procedure

To use Company Lookup to locate the company for which you are requesting the report, see Requesting Reuters Products Using Company Lookup.

To request financial statements:

1. Select the customer. How?

2. From the External Financials tab, select Financial Statements.
   The list of requests for financial statements for this customer appears.

3. Click New Event.
   The Event Data screen for financial statements appears.

4. Enter information for the request.

Note:  If you select the Auto Save to Customer File check box, the statements are automatically saved to the customer file, overwriting any existing statements for the same period. Alternatively, you can selectively save statements to the customer file after requesting the statements. How?
The list screen for financial statement requests appears with the request you just submitted at the top of the screen.

When the status for the event is Success, you can view the requested financial statements. How?