Harvard Business School

Baker Library | Bloomberg Center

 

SDC Platinum

Reporting on Search Results

Quick Display

  • Select Quick Display from the Utilities pull-down menu at the top right of the screen.
  • When viewing items in Quick Display you have the option to select various deals to report on.

To Run Custom Reports After Searches are Executed

  • Choose "New Custom" from the Report pull-down menu at the top left of the screen.
  • From the subsequent Report Items window that pops up, select items for your report.
  • After selecting, click OK.
  • Arrange the order in which the items will appear in your spreadsheet by using the UP and DOWN arrows to place items in the preferred column order.
  • Click OK.
  • A box will then appear saying “the width of this page is greater than 160 and will not print properly”.
  • Since you are downloading to Excel, the warning does not apply. Click NO.
  • Give the report a descriptive title and click OK.
  • Click on Execute.
  • Your custom report will appear.
  • Save your report to Excel on the computer's desktop so you can e-mail it to yourself.
  • Save to the following path: C://Documents and Settings/hbsuser/Desktop.

Saving Search Strategy

  • Click on the Session pull-down menu in the upper left corner, choose "Save As" and give the file a name.
  • This search can now be retrieved anytime by selecting "Open Existing" from the Session pull-down menu.

Baker Library | Bloomberg Center, Harvard Business School, Soldiers Field, Boston, MA 02163, 617-495-6040