Search through filters on DB Companies

This module allows you to search the entire Leanus database using filters on personal data and accounting data at the same time.

Go to Process Analysis / Filter Master Data

Enter i search criteria

The filters are organized into macro-categories, all searchable by typing the initials of the search of interest:

Generali

The filters Generali they are useful for managing some particularities relating to the type of financial statements to be researched. It is possible for example:

Through the filter it is possible for example

  • Identify all companies connected in some way to the same subject
  • All connections, direct and indirect, of a natural or legal person
  • All companies that refer to a particular auditing firm
  • All companies that are owned by natural persons of foreign nationality
  • ..

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Roles of Physical and Legal Persons

Il Filter by roles allows you to verify in how many and which companies a Natural or Legal Person is a Shareholder, an investee (in the case of Legal Persons), the Beneficial Owner, a representative with offices.

Through the filter it is possible for example

  • Identify all companies connected in some way to the same subject
  • All links, direct and indirect, of a natural or legal person
  • All companies that refer to a particular auditing firm
  • ..

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Personal data

The Filters Personal data they allow companies to be filtered by any field associated with the company registry, such as for example

  • Denomination
  • Fiscal code/VAT number
  • Address
  • Common
  • Postcode
  • Province
  • Ateco Code
  • Code SAE
  • Code RAE
  • Sector, MCC,
  • ..

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Income Statement

The filters of Income Statement allow you to filter by any item of the Management Income Statement

  • Revenues
  • Purchasing Dept.
  • Change in Inventories
  • ...
  • Net income

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Balance Sheet

The filters of Balance Sheet allow you to filter for any entry in the Balance Sheet Sources Loans

  • Imm. Materials,
  • intangible assets,
  • ..
  • Liquid assets

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Financial statement

The filters of Financial statement allow you to filter for any item of the cash flow statement calculated with the indirect method

  • Operating Cash Flow
  • Cash Flow from investments
  • Cash Flow from loans

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Statutory Financial Statements

The filters of the Statutory Financial Statements they allow you to filter by any item of the filed statutory financial statements, such as for example

  • Goodwill
  • Patents
  • Work in progress
  • ...

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Balance sheet indices

The filters of Balance sheet indices allow you to filter by any index present in the platform, such as for example

  • Revenue change
  • EBITDA %
  • Pfn / EBITDA
  • GG CREDITS
  • GG PAYABLES ...

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Other

The section Other is dedicated to research fields defined for specific customer needs

Indicating the reference year in "Select Reference Year for Research", any research on accounting data (e.g. Revenue greater than or equal to 3.000.000) will return the results relating to companies that meet the criterion for the indicated year.
Carrying out the same search without indicating the year, we will obtain the enterprises which for any of the years meet the indicated criterion.

Indicating the reference year in "Select Only Analysis with Last Financial Year:", the companies for which will be identified not available balance sheet data subsequent to the indicated period.

To use multiple filters at the same time, click on “+ Add Filter”. There are no limits. Using a large number of filters simultaneously may slow down response times

Click on “Apply Filters” to view the results.

Click on “Archive Filters” (after clicking “Apply Filters”) , to save the search criteria.

Click on “Load Filters” to retrieve previously stored filters

Click on "Sum" to calculate the total of a single item (e.g. Total Financial Payables)

Click on “Actions – Create Group” to create the aggregated analysis.

It is possible to insert an unlimited number of criteria, Multiple selection is allowed.

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Example for General Filters

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Example for Personal Filters

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Example for Income statement items

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Example for Balance sheet items

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Example for Cash flow statement items


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Example for Research Balance Indexes

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To test the functions of SMART TARGETING access Leanus and go to Filter Master Data. By clicking on "Add Filter" you can simultaneously select the number of filters you want.

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