The Public Area and the Reserved Area - User Manual

Main sections of the Manual: Content index | First Access? Basics | Time-saving functions |

Description

If required by the configuration, Leanus expects a PUBLIC AREA, accessible by users in read-only mode, and a RESERVED AREA for the exclusive access of the user and any authorized team members.

The PUBLIC area

The public area is the area for consultation only. Contains the financial statements of Italian companies (at least 5 years) with revenues greater than 500.000 Euros for a total of over 2.500.000 analyses. For each of the companies in the database (and/or for each of the companies elaborated by downloading the official financial statements through the "Elaborate new analysis" procedure), in PUBLIC AREA you can:

access the "Purchase Documents" menu and all the related submenus provided for your profile;
search / filter companies through the Filter Master data menu;
elaborate New Analyzes from the IT Company Register, Other IT Suppliers, Spanish Register;
develop a New Group;
view the Groups;
display the Home menu for individual companies;
view all the menus of the Budget Analysis module provided for your profile (Eco / fin Summary, Income Statement, Balance Sheet, Cash Flow Statement, Balance Sheet Indices);
update the Analysis from the IT Company Register, Other IT Suppliers, Spanish Register (the operation involves a debit in credits);
view some menus of the Evaluation module (MCC 2018 band excluded);
view and save in PDF the Presentations provided in the Slide module (Basic Analysis, In-Depth Analysis, Customize Slides, etc.);
download tables in Excel and graphs in PDF or image format;
choose the language between Italian, English and Spanish;
manage your profile.

The RESERVED area

The Reserved Area is your personal area within which you can carry out a series of analyses that will only affect your analyses and in no way can be shared with others. Limited to companies transferred or processed in the RESERVED AREA, in addition to all the operations provided in the PUBLIC AREA, you can also:

Develop new analyses by uploading proprietary files (XLS, CSV, XML, XBRL…)
Change the preset reclassification criteria
Save your custom reclassification criteria
Make Adjustments
Use the advanced adjustment management menu
View all menus that are marked with a in the PUBLIC AREA (Eg. MCC band, DSCR, ..)
Access all menus provided by the Benchmark Module (Competitive Positioning)
Access the Annual and Monthly Business Plan Form
Access the Groups Menu and activate all the functions provided for in the Aggregation and management of business groups

Is it possible to test the functions provided in both the PUBLIC AREA and the RESERVED AREA?

Yes, by registering and creating an account you can transfer up to two analyses to the RESERVED AREA and use all the functions.

Which menus are NOT accessible in the “PUBLIC AREA”?

Menus indicated by a "padlock" orange and all the functions that involve the insertion of changes to the reclassification models or the loading of accounting data from proprietary sources.

Is it possible to Create or Update an analysis in the PUBLIC AREA?

Yes, but only from the Italian Official Registers. The cost is indicated at the time of the transaction confirmation.

Is it possible to Create or Update a “Group” in the PUBLIC AREA?

YES. However, some functions are only available in the PRIVATE AREA. It is possible to Create a Group in the PUBLIC AREA, download the XML file from the Balance Sheet Analysis / Civil Scheme Menu and Create the group again in the PRIVATE AREA. In this way, it is possible to use all the menus on the aggregated data.

It is possible to Create or Update an analysis in the RESERVED AREA

Yes, it is sufficient to activate the functions available under the menu +Carica Balances

It is possible to keep the analyses of the RESERVED AREA updated with the official balance sheets available in the PUBLIC AREA

Yes. Simply request it from the Service Center. In the event of the presence of analyses in the RESERVED AREA processed on the basis of management accounting data, such data could be overwritten during the update and therefore no longer recoverable.

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It is also possible:

Identify the companies you intend to aggregate in the PUBLIC AREA
Batch transfer the companies that you intend to aggregate from the PUBLIC area to the RESERVED AREA
Create the Group in the RESERVED AREA