Summary:
Guidance on how to generate a Global Enrichment extract for a Portfolio in Data Studio
Solution:
The Global Enrichment insight provides a comprehensive view of your portfolio by extracting standardised data in a single file, containing all Firmographic information as well as recent Creditsafe scores & limits, DBT, employee and group information.
To learn how to generate a Global Enrichment Extract for a Portfolio in Data Studio please click here to see an interactive demonstration.
You can also follow the steps below to generate an Enrichment Extract:
- In the Creditsafe platform, navigate to Data Studio
- Within Data Studio, click on the Portfolio that you want to run the Enrichment in
- Click on the Enrichment tab
- Click the green Create New Enrichment button
- You can download the Data Dictionary to get more information on each Enrichment category
- Select the Enrichment data you would like to export. You can click the down chevron to expand the Enrichment categories. You can also Select All to include an entire section
- Next, you can configure your Data Delivery options. You can configure the following actions:
- File format (XLSX or CSV)
- Including content from all Portfolio records, or records updated after a certain date
- Scheduling the enrichment. You can schedule an Enrichment to run daily, weekly or monthly for up to a year. For more information on scheduling, please view this article.
- When you have configured your Enrichment, click the green Save and Create button
- You will be notified that the scheduling has been created successfully if you have configured scheduling
- If you have scheduled the Enrichment, then you can see the details of this in the Schedules tab
- If you have not configured scheduling and want the enrichment to run immediately, the details will show in the Enrichment history tab
- You can refresh this until the Enrichment is ready to download. Previously scheduled jobs will also show here
- When the Enrichment is ready, click Download
- You will find the .zip folder in your downloads where you can access the Enrichment Excel file