For more guidance on running a Core Analysis Report, please view this interactive demonstration. You can also follow the below steps.
- In the Creditsafe Platform, click on Data Studio, then click on Portfolio Manager
- Select the Portfolio you want to run the Core Analysis Report in
- Within the Portfolio, click on the Insights tab
- Click the green Create New Insight button on the right of the screen
- In the Insight creation page, use the drop-down box to select Core Analysis Report
- Configure your Insight settings
- 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
- When you have finished configuring your Insight, click on the green Save and Create button
- Select your Data Processing Reason and click the green Confirm button
- In the Insights tab You will see the Core Analysis Report and the status will likely be In Progress
- Click the grey Refresh button to refresh the page
- When the insight is ready, click on View or Download Insight
- 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