For more guidance on running a Core Analysis Report, please view this interactive demonstration. You can also follow the below steps. 


  1. In the Creditsafe Platform, click on Data Studio, then click on Portfolio Manager
  2. Select the Portfolio you want to run the Core Analysis Report in 
  3. Within the Portfolio, click on the Insights tab 
  4. Click the green Create New Insight button on the right of the screen 
  5. In the Insight creation page, use the drop-down box to select Core Analysis Report 
  6. Configure your Insight settings 
  7. If you want the Insight to be scheduled to run automatically then you can toggle on scheduling - for more guidance on scheduling reports, please view this article 
  8. When you have finished configuring your Insight, click on the green Save and Create button
  9. Select your Data Processing Reason and click the green Confirm button
  10. In the Insights tab You will see the Core Analysis Report and the status will likely be In Progress
  11. Click the grey Refresh button to refresh the page 
  12. When the insight is ready, click on View or Download Insight 
  13. If you click View Insight you will be taken to the Core Analysis Report, and if you download the Insight, this file will appear in your downloads