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User Guide
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  • About FiinGate
  • 🟦INTRODUCTION
    • About User Manual
    • How to Read This Manual
  • 🟦Getting Started
    • System Requirements
    • Login
    • Restrictions on Account Access
  • 🟦Product Tour
    • Quick Product Tour
    • Platform Layout
      • Header
      • Working Space
      • Footer
    • Features
      • Dashboard
      • Smart Search
      • Screening
      • Company Analysis
      • Dynamic Reports
      • Portfolio Insights
      • Alerts
      • User Management
      • Cart & Order
      • Library
  • 🟦User Manual
    • Change Preferences Settings
      • General Settings for Platform
      • Quick Settings
        • Change Language
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        • Currency & Unit
      • Workspace Preferences
        • Access Preference Settings
        • Add or Remove Panels
        • Rearrange the Display Order
        • Save Workspace as a Template
        • Manage all Workspace Templates
    • Manage Dashboard
    • Search a Company
      • Using smart search
      • Search multiple companies with conditions
    • View Company Information
      • Summary
      • Company Profile
      • Filing Status
      • Ownership & Group
      • News & Social
      • Industry Overview
      • Financial Statement
      • Score
    • Customize Graphs & Charts
    • Download Information
    • Conduct Analysis
      • Financial Analysis
      • Industry Analysis
      • Peer Analysis
    • Manage Report
      • Types of Report
      • Order & Generate report
        • Business Credit Report
        • FiinGate Factsheet
        • Dynamic Reports
      • Download & View your report
    • Create & Manage Portfolio
      • Create a Portfolio
      • Manage Portfolios
      • Filtered Companies
      • Portfolio Insights
    • Alert Settings
      • Set Alert for a Company
      • Set Alert for a Portfolio
      • Manage All Alerts
      • Create & Edit Alert Profile
      • Following List
    • Payment Process
      • About the Cart
    • Manage My Activities
      • Update my profile
      • Engagement History
      • Transaction History & Billings
  • 🟦Methodology
    • Industry Classification
      • VSIC
      • ICB
    • Financial Ratios
      • Corporate
      • Banks
      • Securities
    • Credit Scoring Models
      • What is Credit Score?
      • About FiinGroup Credit Score
      • FiinGroup Credit Score Methodology
      • Limitation of Credit Score
  • 🟦Support
    • Customer Support
    • FAQs
  • 🟦Related Document
    • Appendix
    • Terms of Use
    • Policy
      • Cookies Policy
      • Privacy Policy
      • Data Policy
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  2. Search a Company

Search multiple companies with conditions

PreviousUsing smart searchNextView Company Information

Last updated 2 years ago

The Screening tool allows users to screen and create a list of companies based on a set of financial and non-financial indicators that meet their specific needs. Users can also export screening results to an excel file.

You can access this tool by clicking the hyperlink "Try Screening" on the search results screen, or by visiting the Tools tab in the header and selecting "Screening."

Steps to execute:

1. Select the screening criteria, which include Basic Information, Industry and Financials. You can use the search bar to quickly find desired indicator.

2. Select or fill in conditions for selected criteria.

For example, users want to find corporations that has parent company, with total assets in 2021 in the value range of 10 millions to 5 trillions VND and their main industries are classified as below:

The screen results are 100 companies that meet the above criteria.

You can save the screening conditions by clicking "Save Criteria" to save the form and reuse it later, or "Clear All" to remove all selected criteria.

  1. Select "Next" and go to the result settings screen.

  1. To view other financial indicators of the screened companies, go to the "Add Information to View" section and select any ratio as you wish. Your selected ratios will display in "Total Information" section.

  2. Go to the Total Information section to make any adjustments. Here you can:

  • Change the currency for the screening results file.

  • Rearrange or remove additional information.

  • Select the number of results and display order.

  • Check on Payment Information. You can add a voucher or trade discount code (if available).

  1. Click on "Buy Now" to make payment and receive the screening results in an Excel file.

🟦
Figure 1: Access Screening tool
Figure 2: Screening tools
Figure 3: Export File Setting