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Description

The Filter Master Data Menu allows you to carry out various operations relating to the lists of companies present in the DB

Business search via Filters
Create Filters Call up previously created Filters
Create groups of companies and related sectoral analyses
Download lists in excel
Calculate the total of a specific balance sheet item for a group of companies (e.g. Total Revenues)

Procedure

log in to Leanus
Go to Process Analysis / Filter Master Data
Follow the on-screen instructions and/or consult the manual for the activity of interest

Practical Tips

Indicates the reference year for searches relating to accounting data. Without indicating the reference year, the Revenue > 500.000 search will return as a result the master data for which for at least one year have recorded revenues exceeding 500.000. By indicating, for example, the year 2022, the same filter will return only the master data that exceeded the indicated threshold in 2022.
Take special cases into account: ordinary and consolidated financial statements, two accounting periods relating to the same year, number of accounting periods available, etc.

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