Procedure: Search for the analysis of a previously created group - User Manual

1. Index of contents of the Manual
2. Discover Leanus
- 2.1. Leanus for Banks
- 2.2. Leanus for Professionals
- 2.3. Contents Training dedicated to customers
- 2.4. Free Trial
- 2.5. The new features
- 2.6. Leanus for Transfer Pricing
3. First login?
- 3.1. Functionality: Company Search (What are you looking for)
- 3.2. The Public Area and the Reserved Area
- 3.3. Credit top-up procedure
- 3.4. Procedure: Upgrade to Premium Profile
- 3.5. Procedure: Profile Management / Change Password
- 3.6. Procedure: Recover your password
- 3.7. Procedure: Manage cookies
- 3.8. Procedure: Display Problems (add-block)
- 3.9. Problems with Excel
- 3.10. Step by step budget analysis
- 3.11. Glossary
- 3.12. Frequently Asked Questions (FAQ) – First Time Login
- 3.13. PDF Download Functions
4. "SAVE TIME" functions
- 4.1. Business search in the Leanus DB
- 4.2. Function: The multifunctional wheel
- 4.3. Function: The Red, Orange, Green symbol
- 4.4. Info: Reclassification – Management of the ± sign
- 4.5. Function: The Navigator Menu
- 4.6. Function: Download in excel
- 4.7. Function: Information tag
- 4.8. Function: displays Ordinary / Consolidated Financial Statements
- 4.9. Function: Search news and information with Google
- 4.10. Function: Notes Management
- 4.11. Function: Hide / Show accounting periods
- 4.12. Function: Copy analysis in Reserved Area
- 4.13. Function: Delete an Analysis or a Group
- 4.14. Function: View and customize reclassification criteria
- 4.15. Upload balance sheets and accounting situations
- 4.16. Function: Update by entering the accounting data manually
- 4.17. Procedure: Change the source data
- 4.18. Function: To insert your own logo in presentations
- 4.19. Function: Create an Alias / anonymize
- 4.20. Registry update / tax code correction
- 4.21. Function: View the same analysis for different companies
- 4.22. Corporate Tree Building
5. First page after log-in
- 5.1. Frequently Asked Questions (FAQ) – First page after logging in
6. Menu: Buy Documents
- 6.1. Chamber Services
- 6.2. Submenu: Negative Event Control
- 6.3. Submenu: Cadastral Services
- 6.4. Submenu: International Registers
- 6.5. Submenu: Search History
- 6.6. Submenu: Variation Monitoring
- 6.7. Commercial Dossier
- 6.8. Submenu: Personalized dossier
- 6.9. Frequently Asked Questions (FAQ) – Buy Documents
7. Menu: Process Analysis
8. + Upload balance sheets (automatic reclassification)
- 8.1. +Upload Financial Statements Filed in the Company Register
- 8.2. +Load financial statements Creation Quick Update
- 8.3. +Upload financial statements and accounting statements in any format including PDF
- 8.4. + Upload accounting situations of main suppliers
- 8.5. +Upload Accounting situation TeamSystem
- 8.6. + Load accounting situations from TeamSystem Gamma Enterprise
- 8.7. +Upload Zucchetti AGO accounting situations
- 8.8. +Upload Accounting statements Omnia Zucchetti
- 8.9. +Upload accounting situations from ICCREA's ModBilJ
- 8.10. +Upload Cebi Cerved accounting statements
- 8.11. +Upload accounting situations from Galileo (confidi)
- 8.12. +Upload Financial Statements from other proprietary sources in statutory format (Model L1, L3)
- 8.13. +Upload Cerved XML Balances
- 8.14. +Financial Statements for Spanish Companies
- 8.15. Frequently Asked Questions (FAQ) – Process Analysis
- 8.16. Submenu: Processing history
9. + Load Balance Sheets (Low/Medium Score) – What to do?
10. + Upload financial statements in non-digitizable formats
- 10.1. +Load Balances: Manual Input of Accounting Data on Predefined Schemes
- 10.2. + Load financial statements – free form (L2 Model)
- 10.3. + Upload Financial Statements and Accounting Situations in any format
- 10.4. Menu: + Load Financial Statements (data present in the DB)
  - 10.4.1. Frequently Asked Questions (FAQ) – Upload Balances
11. Menu: Home – Summary of company analysis
- 11.1. Frequently Asked Questions (FAQ) – Home
12. Menu: Filter Personal Data
13. Menu: + Search List of Tax Codes via Excel
14. Menu: Source and Reclassification
- 14.1. Submenu: Detailed diagrams
- 14.2. Info: Standard management reclassification (default)
- 14.3. Info: Reclassification Quadrature Control
- 14.4. Function: View the reclassification
- 14.5. Procedure: Management of adjustments
- 14.6. Procedure: Reclassify the asterisked items "other inputs for statistics"
- 14.7. Procedure: Undo all adjustments and customizations
- 14.8. Function: Check Management Schemes
- 14.9. How to: Customize Reclassifications
- 14.10. How to: Archive / Retrieve custom reclassification criteria
- 14.11. Procedure: Manual corrections of the data source
- 14.12. Procedure: Include items of other payables in NFP
- 14.13. Functionality: Advanced adjustments with description and calculation of totals
  - 14.13.1. Leasing management (IFRS16). Examples of Adjustment Procedures
- 14.14. Analysis by Profit Center or by Business Unit
- 14.15. Info: The reclassification of the statutory financial statements
- 14.16. Main Sources and Examples of Reclassification
- 14.17. Frequently Asked Questions (FAQ) – Source and Reclassification
15. Menu: Budget analysis
- 15.1. Submenu: Economic and Financial Summary
  - 15.1.1. Submenu: EBITDA NFP summary / analysis
- 15.2. Submenu: Income Statement (Classic)
- 15.3. Procedure: Classic Income Statement Reclassification
- 15.4. Submenu: Income Statement (Management)
- 15.5. Submenu: Balance Sheet (Sources-Uses)
- 15.6. Submenu: Balance Sheet (for Liquidity)
- 15.7. Submenu: Balance Sheet (Abbreviated Financial Statements)
- 15.8. Submenu: Cash Flow Statement
- 15.9. Submenu: OIC Cash Flow Statement
- 15.10. Submenu: Normalized Civil Scheme
- 15.11. Stress Test
- 15.12. Submenu: Balance Sheet Indices
- 15.13. Submenu: Bankability Indices (DSCR)
- 15.14. Submenu: LOM Corporate indicators
- 15.15. Submenu: Company Evaluation
- 15.16. Submenu: Break-Even, Safety Margin, Financial Leverage, Fixed Cost Multiplier
- 15.17. Procedure: Extend the analysis to 10 years and beyond
- 15.18. Submenu: AQR scheme 1
- 15.19. Development of the Crisis Code
- 15.20. Frequently Asked Questions (FAQ) - Financial Statement Analysis
16. Menu: Other Custom Schemes
- 16.1. Custom AQR1 Scheme
- 16.2. Custom CRF scheme
- 16.3. Custom Bank Scheme
- 16.4. Custom Bank Corporate Scheme
- 16.5. Custom Confidi Scheme
- 16.6. Custom AQR 2 Scheme
- 16.7. Submenu: Financial flows and NCCs
- 16.8. Frequently Asked Questions (FAQ) – Other Schemes
17. Menu: Last Period Evaluation
- 17.1. Submenu: Risk profile
- 17.2. Submenu: Leanus Score
- 17.3. Info: Calculation of MCC Guarantee Fund Rating
- 17.4. Central Risk Processing
- 17.5. Submenu: Process Central Credit Register (CR)
- 17.6. Submenu: Debt capacity and Recommended credit line
- 17.7. Submenu: Crisis Code: Sectoral KPI and Warning Systems Dashboard
- 17.8. Submenu: General KPIs and Objectives
- 17.9. Info: DSCR calculation and bankability indices
- 17.10. Menu: Liquidation Balance Sheet and Bankruptcy Procedures
  - 17.10.1. Frequently Asked Questions (FAQ) – Clearance
- 17.11. Frequently Asked Questions (FAQ) - Evaluation Last Period
18. Menu: Benchmarks
- 18.1. Procedure: Associate Companies / Choose Benchmarks
- 18.2. Customers - Suppliers Association
- 18.3. How to: Find Benchmark Firms
- 18.4. EBITDA NFP summary for the Benchmark
- 18.5. Frequently Asked Questions (FAQ) – Benchmark
19. Menu: Business Plans
- 19.1. Info: inertial or automatic Business Plan
- 19.2. Procedure: Enter the assumptions of the income statement
- 19.3. Procedure: Enter the balance sheet assumptions
- 19.4. Procedure: Reset the hypotheses previously entered
- 19.5. Procedure: Enter the assumptions relating to the cost of personnel and the number of employees
- 19.6. Procedure: Enter the assumptions relating to financial charges
- 19.7. Procedure: Save and historicize the simulations
- 19.8. How to: Add Delete Annuity to Business Plan
- 19.9. Procedure: Develop a business plan for 10 years or more
- 19.10. Procedure: Business plan for startups
- 19.11. How to: Manually edit historical data
- 19.12. How to: Compare two or more business plans
- 19.13. How to: Join Business Plan Periods to Historical Data
- 19.14. Procedure: Develop the Monthly Business Plan
- 19.15. Procedure: From Monthly Business Plan to Cumulative
- 19.16. Compare the Business Plan with the Performance Data
- 19.17. Procedure: Load Business Plan data into historical analysis
- 19.18. EBITDA NFP summary on Business Plan data
- 19.19. Examples of simulations on real cases
- 19.20. Business Plan Digital Course
- 19.21. Frequently Asked Questions (FAQ) – Business Plan
20. Menu: Presentations
- 20.1. Leanus Commented Report
- 20.2. Management report
- 20.3. Business Plan Report
- 20.4. Develop a Basic Presentation
- 20.5. Develop an In-depth Presentation
- 20.6. Create a personalized presentation
- 20.7. Archive the presentation and create the PDF
- 20.8. Add custom slides
- 20.9. Insert comments on the slides
- 20.10. Frequently Asked Questions (FAQ) – Presentations
21. Menu: Search with Filters
- 21.1. Procedure: Search Companies through filters
- 21.2. Search for companies via list of tax codes
- 21.3. Procedure: Saving / Retrieving search criteria
- 21.4. Procedure: Sum. Calculate the balances from a list
- 21.5. Procedure: Delete Personal Data from List
- 21.6. Info: Ateco code list
- 21.7. Info: List of SAE / RAE codes
- 21.8. Info: List of SIC codes
- 21.9. Info: List of NACE Codes
- 21.10. Frequently Asked Questions (FAQ) – Search with Filters
22. Menu: Group Analysis
- 22.1. Menu: View Group List
- 22.2. Procedure: Create a group of companies selected through the Filters
- 22.3. Procedure: Create Group with name search
- 22.4. How to: Create a group by adding / deleting individual businesses
- 22.5. Procedure: Modify / Update a group
- 22.6. Procedure: Rename a group
- 22.7. Procedure: Delete a group
- 22.8. Procedure: Search for the analysis of a previously created group
- 22.9. Procedure: Duplicate a group
- 22.10. Procedure: Edit a group
- 22.11. How to: Uploads and Batch Lookups
- 22.12. Procedure: Transfer a group to the Reserved Area
- 22.13. Info: Group Creation Methodology
- 22.14. Frequently Asked Questions (FAQ) – Group Analysis
23. Portfolio analysis
- 23.1. Frequently Asked Questions (FAQ) – Portfolio analysis
24. FIDI pre-investigation - Guided collection of qualitative information
25. Management of Adequate Structures
26. Web Services
- 26.1. Frequently Asked Questions (FAQ) – Web Services
27. Events calendar
- 27.1. Calendar of upcoming events online
- 27.2. Calendar of upcoming in-person events
- 27.3. Past events
- 27.4. Master Archive (Download Area)
- 27.5. Webinar archive
- 27.6. Business finance in a nutshell
28. Online courses – Become an expert in business analysis and evaluation
29. Study Center
- 29.1. AI-Based Credit Assessment
- 29.2. Traditional banks resist the challenge of Fintech
- 29.3. Financial statements 2020
- 29.4. The new default definition
- 29.5. Agreed 2019/20
- 29.6. FinTechs to the test of COVID-19
- 29.7. Observatory on the financial statements of Srl - Trend 2016-2018
- 29.8. Info: Alert Systems and Asset Quality Review (AQR)
  - 29.8.1. Info: The early signs of the corporate crisis
  - 29.8.2. Info: Crisis. One in four companies is healthy again
- 29.9. Info: Market Watch PMI - Banca IFIS
- 29.10. Info: Watch out for the rating
- 29.11. Info: Compare the cost structure with your benchmark
- 29.12. Info: The plague of late payments
- 29.13. Info: Average collection times by region (2017)
- 29.14. Info: Pay attention to the NFP / EBITDA ratio
- 29.15. Info: Guide to budget analysis
- 29.16. Info: Ordinary, Abbreviated, Consolidated statutory financial statements
- 29.17. Cerved PMI report 2019
- 29.18. Info: How to evaluate the quality of financial statements
- 29.19. Info: There are 5.100 SMEs at NPL risk
- 29.20. Info: The Startup only makes the consultant rich
- 29.21. Info: Renovations. Out of the tunnel of the crisis (or almost)
- 29.22. Info: The contribution of firms to GDP
- 29.23. Info: The Leanus articles in the new Belpietro newspaper
- 29.24. Info: Would you finance a company like this?
- 29.25. Coronavirus. The list of companies of the municipalities of the red zone
30. Contact us
- 30.1. System Status
- 30.2. Frequently Asked Questions (FAQ) – New Customer?
31. L'IMPRENDiTORE srl and the Leanus Team
32. Collaborate with us

Scarica come PDF

Request Demo

Search for the analysis of a previously created group

Groups can be searched or through the menu Groups list or through the search box

22.7. Procedure: Delete a group

22.9. Procedure: Duplicate a group

Feedback

Post your feedback on this topic.

22.8. Procedure: Search for the analysis of a previously created group

Search for the analysis of a previously created group

Feedback

Was it helpful?