In the DueDil legacy system you could download financial data from the Finance page, and company data from the ‘Advanced Search’ screen. In FullCircl you have similar functionality.
Exporting Company Data from a Watchlist
Once you have loaded companies into your watchlist/s you can export the data via the Watchlist settings tab.
FullCircl allows you to export three types of data from your watchlist:
- Company data only – this includes details such as the company address, financials, EBITDA and more
- Company and People data – in addition to the same company data as above, this also gives you information on key stakeholders in each company including contact information
- Company and Mortgages & Charges data – in addition to the same company data as above, this export also provides you with information such as the charge date, whether it has been satisfied and what the charge was for
Exporting Data from Prospector
Once you have created your Prospector search, and reduced the results to below 5000 companies, you can export data by navigating to Step 3 of the tool. Under the Export your data heading, choose whether to include any people data (and if so which types of people data) and/or any mortgage and charges data, then click on the Create new export button.
When your export is ready to download it will appear in the list of available exports with a green download button.
Quick Tip: make sure you are creating a new export and not just hitting the most recent Download button!
Exporting Data on a Single Company
Whilst you can’t strictly ‘export’ data for a single company (unless they are in an otherwise unpopulated watchlist) you can print the Data page – if your company settings allow you can set this to create a PDF file, or you can email the PDF to yourself directly instead. We’ve more information on this available here.