Search with Filters - User Manual

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

Description

Leanus allows you to find Italian companies of interest through a wide range of filters. Here's how it works and what advantages it offers:

Access to a complete database

Leanus provides an updated database that includes financial, economic and personal data of Italian companies. These data are taken from official balance sheets, chamber of commerce information and other reliable sources.

Available filters

Leanus filters allow you to narrow your search according to multiple criteria. Among the most common are:

1. Business sector: Classification by ATECO code or economic sector.
2. Company size: Filters based on turnover, number of employees or total assets.
3. Geolocation: Possibility to select companies based on region, province, municipality or postcode.
4. Financial status: Filters based on profitability indicators (e.g. ROE, ROI), solvency, liquidity or debt.
5. Growth trend: Analysis of companies with increases or decreases in turnover, net income or other metrics.
6. Legal form: Selection by type (e.g. SRL, SPA, sole proprietorships).
7. Risk indices: Identification of companies with specific risk profiles through internal scoring.
8. Company seniority: Filter by year of incorporation of the company.

It is also possible to filter by any item of the civil balance sheet, the reclassified balance sheet (including the financial statement), by indexes or other criteria.

Benefits

- Precision: Filters allow you to pinpoint the companies you are interested in, avoiding irrelevant results.
- Efficiency: Reduce search times with automated data processing.
- Customization: You can combine multiple filters to get tailored analysis.
- Monitoring: Once you have set your criteria, you can periodically update your search to monitor new businesses or changes to those already identified.

Thanks to Leanus, companies, consultants and investors can find the Italian companies best suited to their strategic objectives with just a few clicks.

The filters are organized into macro-categories:

Generali
Check balance, Number of Accounting Periods, Type of Financial Statements, Membership of Leanus Groups, Last Update, ...

Personal data
Name, CF, Address, Municipality, Postcode, Province, Ateco, Sector, MCC, …

Income Statement
All items of the reclassified Leanus Income Statement: Revenues, Purchases, Change in Inventories, .. Net Income

Balance Sheet
All items in the reclassified Leanus balance sheet: Tangible assets, Intangible assets,… Liquidity

Financial statement
All items in the Leanus reclassified cash flow statement: Operating Cash Flow, Cash Flow from investments, Cash Flow from loans, ...

Balance sheet indices
All balance sheet ratios calculated by Leanus including Leanus Score, PFN/EBITDA, Z.Score, …

Statutory Financial Statements
All items of the statutory budget

Custom fields
Search fields defined for specific customer needs

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

After the selection it is possible to create the aggregate balance sheet, the sector study, the Commented Reports and much more

Procedure

Access Leanus in the Public Area (if applicable)
Go to "Process Analysis / Filter Master Data
Select the reference year (e.g. 2022) for research relating to accounting data
Enter the filter initials (e.g. “Revenues” or “PFN Ebitda” to search for Revenues or PFN / EBITDA respectively)
Follow the wizard to set your search criteria
Add filters by clicking on “+”
Click "Apply" filters to view the results

After each search you can click on “list actions” to:

Create a group analysis
Download lists in excel
Copy the analyses to the RESERVED AREA for any in-depth analyses

Practical Tips

To make the most of the search form with filters, it is important to follow a few recommendations:

Carefully choose the search criteria: it is important to choose the search criteria in order to identify the companies best suited to your needs.
Use search criteria in combination: You can use multiple search criteria together to further narrow your search.
Verify the search results: it is important to verify that the companies identified actually satisfy the search criteria and that they are comparable in terms of size, business sector and reference market.

View the detailed procedures in this manual to discover all the functions
View the "Frequently Asked Questions" section

Video pills

How to find companies that … INVEST
How to find companies that … HAVE LIQUIDITY
With Leanus you can search for companies for any item in the statutory financial statements
The database of Italian financial statements Leanus – how to research and analyze companies
The search for targets - the Ateco can lead you into error
How to analyze a market segment with Leanus

Business cases

Extraction of target business lists

Dedicated Webinars

The analysis of portfolios and market segments

Insights

Go to Process Analysis / Filter Master Data

Enter i search criteria

By indicating the reference year in "Select Reference Year for Search", any searches on accounting data (e.g. Revenues >>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.

By indicating the reference year in "Select Only Analysis with Last Financial Year:", you will identify the companies for which no financial statement data are available after the period indicated.

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

Click on “Apply Filters” to view the results

Click on “Archive Filters” , to save your 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 aggregate analysis