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: 


  1. In the Creditsafe platform, navigate to Data Studio
  2. Within Data Studio, click on the Portfolio that you want to run the Enrichment in 
  3. Click on the Enrichment tab
  4. Click the green Create New Enrichment button
  5. You can download the Data Dictionary to get more information on each Enrichment category 
  6. 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
  7. Next, you can configure your Data Delivery options. You can configure the following actions: 
  8. When you have configured your Enrichment, click the green Save and Create button
  9. You will be notified that the scheduling has been created successfully if you have configured scheduling 
  10. If you have scheduled the Enrichment, then you can see the details of this in the Schedules tab 
  11. If you have not configured scheduling and want the enrichment to run immediately, the details will show in the Enrichment history tab 
  12. You can refresh this until the Enrichment is ready to download. Previously scheduled jobs will also show here 
  13. When the Enrichment is ready, click Download 
  14. You will find the .zip folder in your downloads where you can access the Enrichment Excel file