Saving Reuters Financial Statements to the Customer File

Procedure

Use this procedure to save Reuters (formerly Multex) Fundamentals statements to the customer file after requesting them. When you save statements to eCredit after requesting them, you can select whether or not to overwrite any existing statements.

To save Reuters financial statements to the customer file:

1. Select the customer. How?

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

3. Select the option button in the row for the request that includes the financial statements you want to download, and click Save to Customer File.
   The Downloaded Financial Statements screen lists all the statements requested in the event that you selected.

4. Select the check boxes for the statements that you want to download, and click Update.

5. If financial statements are already stored in eCredit for the same periods as the statements you are saving, a new screen lists the statements that will be overwritten. Select the check boxes for the financial statements that you want to overwrite the existing statements, and click Continue Update.
   The list of requests for financial statements appears.

6. To view the downloaded statements:

1. Select the Financial Analysis tab.
   The Financials screen displays all the financial statements stored in eCredit for this customer. Statements that were requested from Reuters have Reuters in the Source column.

2. Select view/edit in the row for the statement
   The Financial Details screen displays the financial statement.