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Viewing Financial Statements from Reuters

Procedure

To view financial statements that have been requested from Reuters:

  1. Select the customer. How?

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

  3. Select view/edit in the row for the request for the financial statements you want to view.
    The requested financial statements appear side-by-side on the screen.

Note: To view a request for financial statements, the status for the event must be SUCCESS.