How it’s used:
• This report shows all of the Companies at your event, with their stock tickers.
• You can also run this report for specific groups of companies.
In this article:
Running the report
We’re assuming here that you have the Ticker field added to your Company registration form. |
- Step 1. Head to the Companies tab. Choose Company List:
- Step 2. Go to the Columns tab. Here, you can add and remove columns. Click Apply to save the changes.
- We recommend including these columns:
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Your event might have slightly different names for these columns. - Step 3. At this point, you can export your entire Company List with stock tickers included. See the next section for details.
- If you want to filter this list down to a specific group of Companies, head to the Filter tab:
Exporting the report
To export the report in spreadsheet form, head to the top right corner of the page.
Click on Bulk Actions, then choose Excel.
You can open the exported file in any spreadsheet software:
Saving the report
Want to save this report so you can quickly access it later?
Head to the Custom Report tab. Choose New from the menu.
Then give the report a title, choose whether to share it with your team, and click Save: