My Mergent Tools

It is in the My Mergent Tools section of Mergent Online that you will find a number of both familiar and brand new functionalities including four tool lists and the ability to create comparison reports based on a personally defined list of companies rather than the general industry list developed for you in the Report Builder tab.

It consists of four tool categories accessible through a drop down menu available on the right hand portion of all company level pages. To view the categories, click the in the My Mergent Tools box to expand the tools drop down list. The categories are:

• Company Analysis List
  This will always appear first in the list. The number of companies currently in your Company Analysis List are displayed in parenthesis, (…).
• Click the next to the Company Analysis List tool to expand the list and view the companies in your list by name and ticker symbol. Click the icon again to contract the list.
• Click the Company Analysis List link to open your My Mergent Tools: Company Analysis List page. Here you will be able to customize the companies in your list by adding and removing freely as well as creating comparison reports.
• My Mergent Tools: Company Analysis List Page – You will notice upon opening the page that there are 4 large list boxes on the page. The top two boxes are your full Company Analysis List as well as a Comparison List. The bottom two boxes allow you to select reporting items and the subsequent list of those items you select as desired when creating your comparison report.
• Company Analysis List – Throughout your searching activities on Mergent Online, you will have many opportunities to add companies to your Company Analysis list. Adding companies to your company analysis list will allow you to later compare the companies you’ve added based off similarities or differences other than industry classification.
• Save Company Analysis List – If you would like to save the list you have created over the time you’ve spent on Mergent Online to return to at a later time, click the Save Company Analysis List link below the list box. You will be prompted to enter your e-mail address. Once you have entered your e-mail you will be asked to label the report with a name. Use a name that will remind you what companies are in the list. Note: Do not forget what e-mail address you enter. All information you save on Mergent Online will be saved based on the e-mail address you enter. Once you have entered an e-mail address into the system, Mergent Online will assume that you wish to use that e-mail address for all activity on Mergent Online for that session. If you use multiple e-mail addresses you will have to log out of Mergent Online in order to clear the e-mail and enter a new one.
• Load Company Analysis List – If you would like to load a list you have previously created (or that was previously created for you), click the Load Company Analysis List link below the list box. You will be prompted to enter your e-mail address.
• Once you enter you e-mail, you will be taken to the Company Analysis List Load page. Here you will be able to review your previously saved lists.
• To delete list items click the check box beside the desired item and click Delete.
• Click (All) to select all lists by automatically checking the boxes beside them. Click Delete to delete all lists.
• To load a list, click the name of the list. A message box will appear telling you that list was loaded, and you will be returned to the My Mergent Tools: Company Analysis List page. Note: You cannot load more than one Company Analysis List at a time.
• Clear All – You may delete items on your Company Analysis list by clicking the X beside individual company names. Alternatively, you may clear the entire list by clicking the Clear All link below the list box.
• Company Comparison List – Add items from your Company Analysis List to the Company Comparison List for creating Comparison Reports.
• Click on a company name and click the > to add a single company to the list.
• When you click a company name in the list, it will remain selected until you click it again to deselect it. This will allow you to select multiple companies at one time and add more than one to your list with one step. Once you have all the desired companies selected, click > to add them to the Comparison List.
• Repeat the above process with the companies in your Comparison List if you wish to remove unwanted items accidentally added to the list by this time using the < button.
• Select Data Items List - Click the next the category of interest (Company Details, Pricing Information, Company Financials, Executives and News) to expand downward a list of sub-categories.
• Select a sub-category item and click the > button to add the item to the Report Items list box.
• You can select more than one item at a time by clicking on multiple data points before clicking the > button. Once you have all the items of interest, then click > and the batch items will add to your Report Items list box for you to organize.
• Repeat the above steps for any other item you wish to add to the report.
• To add all items available in the Select Data Items List, click the >> button.
• Report Items List - To remove an item from a report, select it in the Report Items list box and choose the < button.
• Remove all items from the Report Items List by clicking the << button.
• Save Report Template - If you would like to save the report items list you have created to return to at a later time, click the Save Report Template link below the list box. You will be prompted to enter your e-mail address. Once you have entered your e-mail you will be asked to label the report template with a name. Use a name that will remind you what items are in your list. Note: Do not forget what e-mail address you enter. All information you save on Mergent Online will be saved based on the e-mail address you enter. Once you have entered an e-mail address into the system, Mergent Online will assume that you wish to use that e-mail address for all activity on Mergent Online for that session. If you use multiple e-mail addresses you will have to log out of Mergent Online in order to clear the e-mail and enter a new one.
• Load Report Template - If you would like to load a template you have previously created (or that was previously created for you), click the Load Report Template link below the list box. You will be prompted to enter your e-mail address.
• Once you enter you e-mail, you will be taken to the Report Template Load page. Here you will be able to review your previously saved templates.
• To delete a template click the check box beside the desired item and click Delete.
• Click (All) to select all templates by automatically checking the boxes beside them. Click Delete to delete all templates.
• To load a template, click the name of the template. A message box will appear telling you that template was loaded, and you will be returned to the My Mergent Tools: Company Analysis List page. Note: You cannot load more than one Report Template at a time.
• Select a format from the Select a Format drop-down menu.
• Microsoft Word
• Microsoft Excel
• Adobe Acrobat Reader
• HTML
• When ready, choose Create Multiple Company Report to start the report generation process.
  This will display a report in a window. A discussion of the features available in this window is given below.
• Viewing the Report - The following features are available in Multiple Company Report window:
• The report can be printed using the Print button within the HTML report or the print feature in Word, Excel, or Acrobat Reader.
• When finished, choose the Close button to remove the Report Window.
• Executives List
  The number of executives currently in your Executive List are displayed in parenthesis, (…).
• Click the next to the Executive List tool to expand the list and view the Executives in your list by name. Click the icon again to contract the list.
• Click the Executive List link to open your My Mergent Tools: Executive List page. Here you will be able to customize the executives in your list by adding and removing freely as well as creating comparison reports.
• My Mergent Tools: Executive List Page – You will notice upon opening the page that there are 4 large list boxes on the page. The top two boxes are your full Executive List as well as an Executive Comparison List. The bottom two boxes allow you to select reporting items and the subsequent list of those items you select as desired when creating your comparison report.
• Executive List – Throughout your searching activities on Mergent Online, you will have many opportunities to add executives to your Executive list. Adding executives to your Executive List will allow you to later compare the executives you’ve added.
• Save Executive List – If you would like to save the list you have created over the time you’ve spent on Mergent Online to return to at a later time, click the Save Executive List link below the list box. You will be prompted to enter your e-mail address. Once you have entered your e-mail you will be asked to label the list with a name. Use a name that will remind you what executives are in the list. Note: Do not forget what e-mail address you enter. All information you save on Mergent Online will be saved based on the e-mail address you enter. Once you have entered an e-mail address into the system, Mergent Online will assume that you wish to use that e-mail address for all activity on Mergent Online for that session. If you use multiple e-mail addresses you will have to log out of Mergent Online in order to clear the e-mail and enter a new one.
• Load Executive List – If you would like to load a list you have previously created (or that was previously created for you), click the Load Executive List link below the list box. You will be prompted to enter your e-mail address.
• Once you enter you e-mail, you will be taken to the Executive List Load page. Here you will be able to review your previously saved lists.
• To delete list items click the check box beside the desired item and click Delete.
• Click (All) to select all lists by automatically checking the boxes beside them. Click Delete to delete all lists.
• To load a list, click the name of the list. A message box will appear telling you that list was loaded, and you will be returned to the My Mergent Tools: Executive List page. Note: You cannot load more than one Executive List at a time.
• Clear All – You may delete items on your Executive list by clicking the X beside individual executive names. Alternatively, you may clear the entire list by clicking the Clear All link below the list box.
• Executive Comparison List – Add items from your Executive List to the Executive Comparison List for creating Comparison Reports.
• Click on an executive name and click the > to add a single executive to the list.
• When you click an executive name in the list, it will remain selected until you click it again to deselect it. This will allow you to select multiple executives at one time and add more than one to your list with one step. Once you have all the desired executives selected, click > to add them to the Comparison List.
• Repeat the above process with the executives in your Comparison List if you wish to remove unwanted items accidentally added to the list by this time using the < button.
• Select Data Items List - Click the next the category of interest (General Company Information, Business Description, Business Summary, Executives, Compensation Analysis, Insider Holdings and Trades) to expand downward a list of sub-categories.
• Select a sub-category item and click the > button to add the item to the Report Items list box.
• You can select more than one item at a time by clicking on multiple data points before clicking the > button. Once you have all the items of interest, then click > and the batch items will add to your Report Items list box for you to organize.
• Repeat the above steps for any other item you wish to add to the report.
• To add all items available in the Select Data Items List, click the >> button.
• Report Items List - To remove an item from a report, select it in the Report Items list box and choose the < button.
• Remove all items from the Report Items List by clicking the << button.
• Save Report Template - If you would like to save the report items list you have created to return to at a later time, click the Save Report Template link below the list box. You will be prompted to enter your e-mail address. Once you have entered your e-mail you will be asked to label the report template with a name. Use a name that will remind you what items are in your list. Note: Do not forget what e-mail address you enter. All information you save on Mergent Online will be saved based on the e-mail address you enter. Once you have entered an e-mail address into the system, Mergent Online will assume that you wish to use that e-mail address for all activity on Mergent Online for that session. If you use multiple e-mail addresses you will have to log out of Mergent Online in order to clear the e-mail and enter a new one.
• Load Report Template - If you would like to load a template you have previously created (or that was previously created for you), click the Load Report Template link below the list box. You will be prompted to enter your e-mail address.
• Once you enter you e-mail, you will be taken to the Report Template Load page. Here you will be able to review your previously saved templates.
• To delete a template click the check box beside the desired item and click Delete.
• Click (All) to select all templates by automatically checking the boxes beside them. Click Delete to delete all templates.
• To load a template, click the name of the template. A message box will appear telling you that template was loaded, and you will be returned to the My Mergent Tools: Executive List page. Note: You cannot load more than one Report Template at a time.
• Select a format from the Select a Format drop-down menu.
• Microsoft Word
• Microsoft Excel
• Adobe Acrobat Reader
• HTML
• When ready, choose Create Executive Company Report to start the report generation process.
  This will display a report in a window. A discussion of the features available in this window is given below.
• Viewing the Report - The following features are available in Multiple Executive Report window:
• The report can be printed using the Print button within the HTML report or the print feature in Word, Excel, or Acrobat Reader.
• When finished, choose the Close button to remove the Report Window.
• Current Alerts
  The number of companies or executives currently in your Executive or Company Alerts are displayed in parenthesis, (…).
• Click the next to the Company or Executive Alerts List tools to expand the lists and view the companies and executives in your list by name. Click the icon again to contract the list.
• Clicking either the Company or Executive Alert links will open your My Mergent Tools: Current Alerts List page. Here you will be able to customize the companies and executives for which you receive alerts, the preferences for your alerts, as well as see a summary of the saved lists and report templates for your Company Analysis and Executives Lists.
• My Mergent Tools: Current Alert List – You will notice upon opening the page that the page options differ somewhat from those on the Company Analysis and Executive List pages.
• Alert Preferences – Here you will see the e-mail addresses you have entered for which you have saved lists and set alerts previously while visiting Mergent Online.
• Click Edit beside an individual e-mail to change or edit the set e-mail.
• Click the X beside an e-mail to delete it from the list.
• Click Save to save your changes.
• Current Alert List – All previously set alerts will appear in the list. A different entry will exist for specific alert types.
• Click the name of the company or executive already in the list to edit the alert preferences.
• On the new page you will be able to set Price Alerts, Executive Alerts, Edgar Alerts, Corporate Event Alerts, and Corporate Calendar Alerts by clicking the check boxes beside the items of interest.
• When finished, click save.
• Click cancel to return to the Current Alerts List page without making changes.
• To delete list items click the check box beside the desired item and click Delete.
• Click (All) to select all lists by automatically checking the boxes beside them. Click Delete to delete all lists.
• List – You can quickly access previously saved Report Templates and Company Analysis and Executive Lists as well as load or delete these.
• To delete list or report template items click the check box beside the desired item and click Delete.
• Click (All) to select all lists by automatically checking the boxes beside them. Click Delete to delete all lists or report templates.
• To load a list or report template, click the name of the list or template. You will be redirected to either the My Mergent Tools: Company Analysis List page or the Executive List page. Note: You cannot load more than one list or template at a time.

§ Add Alert – If you would like to search for another company by name to add an alert for, but do not want to return to the search pages, simply type the company’s name or ticker symbol into the text box at the top of the page. A window will automatically display as you type to show you the matches available for the letters or names you type. Click on a specific company to go directly to that company’s alert list preference page where you can set alert items as detailed above.

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