For creating lists of various entities that satisfy the chosen criteria, the Screening function is used. To do this for companies, we will use Screening -> Companies.
In the Criteria section there are different filters available to use. Above that, there is a search bar that can be used to input the desired criteria in case it is not listed below or we want to find it faster.
Let us first apply a filter for European companies only. Under Company Details we select the Geographic Locations criterion.
A new section opens in which we tick Europe and then select Add Criteria.
We can observe that there is over a million companies that satisfy this condition. Add a new filter, this time choose Financial Statements under Financial Information.
Let us find the metric Total Revenue, select it and set the criteria to at least 10 million EUR (Note: in Capital IQ the numbers are by default normally displayed in millions). For the Time Frame keep the setting LTM (last twelve months). Again, choose Add Criteria.
On the left side of the selected criteria list we can change their order. On the right we can see that approximately 200 thousand companies now satisfy the two selected conditions, which means that we are already able to set the order of displayed results and their number.
Let us now change the region setting from Europe to Slovenia only. For the Geographic Locations filter select Edit.
The same window opens as before. Let us find Slovenia by entering it in the dedicated field. Tick it and choose Update.
Also choose Company Details -> Industry Classification.
Tick the categories Financial Institutions and Insurance and choose Add Criteria.
Display the remaining 8 companies using View Results.
The option Where is my Company above the result table allows us to check which of the selected filters a particular company matches and which it does not.
For example, we chose to test company Krka, for which we can observe that it meets two of the three criteria and is thus not in the table of results.
Let us return to the table of results. In case there are many, we can use the Search results field to search for specific entities.
Now, let us add a new column to the table that will not perform filtering but will just add the selected data to all currently displayed companies in the table. Select the Customize Display Columns tab.
Type the desired data in the dedicated field:
When selecting the data, we can also predefine additional parameters from the available options. Once we are satisfied with settings for the new column, we choose the Add to Screen button and then below it, Update View. The column will be added to the table.
We can remove a column in the Customize Display Columns tab by selecting the red cross next to its name. We would be redirected to the same tab by clicking on Add/Edit Display Columns above the table.
For exporting the results to MS Word or Excel we have available the outlined section. To Word, a report is exported ("Screening Report"), which is in a form of a list of companies that meet the criteria. To Excel, a file with multiple sheets is exported — the displayed table from the browser, a table of basic data statistics of the data and a list of criteria used.
An individual "screening" can be saved and used later, which can be done from Save as New Screen.
If we make any changes after saving, we can save the screening again using the Save Screen button (of course, we can also save the modified filtering as a new, different screening).
To access saved screens, use Screening -> Saved Screens.
A useful tool is also the so-called Quick Screener, which has some of the most commonly used criteria already prepared to help us save some time:
