To set up a Watch List in Data Studio, please follow this interactive demonstration.
You can also follow the below steps to configure a Watch List:
- In the Creditsafe platform, click on Data Studio in the left navigation bar
- Click on Portfolio Manager
- Select the Portfolio that you would like to enable the Watch List on
- Click on the Settings tab
- Click on the Settings tab within the selected portfolio
- Click on the Watch List tab
- Toggle to enable the Watch List
- As a standard, the Warning List will be enabled. This will mean that a notification will appear on the Company Report of any business that is in a portfolio which has a Watch List assigned
- There is an option to enable an Extended Director Check. This will perform an extended check on any of the director's within other businesses hold a position on any of the companies in your Portfolios which have Watch Lists enabled
- Click on Save Changes to apply your settings
- If you navigate to any of the Company Reports in the portfolio which has the Watch List enabled there will be a banner stating that it's on a warning list
Please note: Watch List will apply to all companies in the portfolio. If a user has applied a Watch List to a portfolio, any business that is in that portfolio will be flagged for all users to see, regardless of whether this portfolio has been shared or not. Only Matched Records will be flagged and appear in business reports.