汤森路透数据库帮助文档

QRG-102 [RP]

PASSWORDS

Your password for https://www.360docs.net/doc/742062640.html, is the same for all Thomson Reuters Investment Banking products, including Thomson Reuters Spreadsheet Link, Thomson Reuters Presentation Link, and Thomson Reuters Deal Analytics. To change your password

1. Go to https://www.360docs.net/doc/742062640.html, , and type your Username and Password.

2. Select Change your password .

3. If prompted, select Set Up Security Questions , and complete the security questions. Once completed, click Continue .

4. Enter and confirm your new password. This action will terminate the active session and you will have to login again with the new password.

5. Check the I Agree checkbox and click either Save and Return to Thomson One Login or Save . To log on when you have forgotten your password 1. On the https://www.360docs.net/doc/742062640.html, logon page, click Forgot Your Password? 2. In the Username field, type your user name. 3. In the Characters Shown in Image field, type the characters that you see in the image. 4. Click Next .

5. Type the e-mail address associated with your https://www.360docs.net/doc/742062640.html, account.

6. Click Send Email .

7. When you receive an e-mail from Thomson Reuters, open the e-mail, click the link to reset your password, and follow the instructions for Change your Password .

LOOKING UP AN INSTRUMENT

Entity Manager has three broadcast boxes for entering a symbol, watchlist, or market. When you enter a value into a broadcast box, services that have related content populate with data on that value. Click to look up commodities, interest rates and other instrument types.

1. From the security identifier drop-down, select the type of identifier (Symbol/Name, All Companies, CUSIP, SEDOL, ISIN, or PERMID) that best describes the security you are entering.

2. Type a symbol or company name in the search box and click Go .

3. If the company symbol is not known, click .

4. To search for publicly traded companies and instruments:

a. In the Qualifiers row, click the links to select an instrument or exchange/country.

b. T o include results outside the primary exchange, clear the Primary Exchange Only check box. 5. To search for private or inactive companies:

a. Select the Private Companies/Other check box

b. T o include Inactive Companies in your results, select the check box.

6. In the Search row, select a search type from the drop-down, type the search terms in the text box, and click Search .

7. Click a result to select it in the Entity Manager. 8. To add the selected item to your watchlist, click

.

You can set up your preferences so private companies are automatically included in a search: Go to Customize > Preferences > Identifier and Price > Company Name

Search. Click the Private Company Automatically Included check box, and click Save.

SETTING AND ORGANIZING FAVORITES

When you set up a service as a Favorite, it appears under for easy access. To add a service to your Favorites, open the page, click

, and then select Add to Favorites . To organize your favorites

1. Click , and select Organize Favorites .

2. If you want to create and name folders, click Create Folder , and type in a name.

3. Drag a favorite into any folder, or click up or down arrows to move it to a different place in the list.

4. Click OK .

To set any page as your Home Page

? Click , and select Set as Home .

To return to your home page at any time

? Click .

AUTOMATIC SYMBOL ENTRY OR

“LISTENING”

When a symbol (e.g., IBM-US) appears in the broadcast box, https://www.360docs.net/doc/742062640.html, automatically applies this symbol

(“Listens”) when you switch to a different page and populates it with related data.

To turn off automatic symbol entry

? Click the yellow icon in the service title bar so that it turns

gray (indicating “Not Listening” to the broadcast box).

You may want to turn off automatic symbol entry when you want to freeze content on a page.

MONITORING A COVERAGE LIST

Flex Monitor allows you to create and save an unlimited number of symbol lists so you can easily monitor the latest quotes data. Each symbol list can include up to 1024 stocks, bonds, options, commodities, market indexes, and statistics. To create a Symbol Watchlist

? Click , and give your list a name. Click OK .

To add a symbol to Flex Monitor

? Left-click within a Flex Monitor cell, and type a symbol. Click outside the entry field to activate. To delete a symbol from Flex Monitor

Select a symbol in your list, right-click it, and then choose Delete .

To sort columns in Flex Monitor

? Right-click the column head that you want to use as the sort

criterion, choose Sort and then choose Ascending or Descending . You can also work with your coverage list under Tools & Tips > My Watchlists . Select a watchlist (My Watchlists, Shared Watchlists, Market Indexes, or Industry Lists) from the View drop down and then click Go .

Access Watchlist Views > Watchlist Activity to view News, Research, Deals, Events, and Filings headlines; as well as Transcripts and Briefs, Estimates Guidance, and the ability to download research on the coverage watchlist.

To select a watchlist (personal or shared), an Index or an Industry Classification, go to Watchlist Views and select a watchlist from the Watchlist dropdown in the top toolbar.

SETTING ALERTS

You can set alerts on Price & Volume, News, and Filings.

When an alert is triggered, you have the option of viewing the alert in your inbox, receiving an e-mail, or showing a pop-up alert indicator.

To set alerts

1. You can access the Alert Manager by: ? Clicking Alerts in Flex Monitor.

? Tools & Tips > My Alerts > Alert Manager.

? My Pages > Alert Inbox > Go to Alert Manager

2. Select the content set and criteria for your alerts (Price & Volume, News, and/or Filings).

3. Select a company or a watchlist.

4. Set your delivery options.

5. Click Save . To access alerts

Go to one of the following: ? My Pages > Alert Inbox .

? Tools & Tips > My Alerts > Alert Manager

- Click Go to Inbox .

You can also receive e-mail notices on Events, Briefs,

Transcripts and Delta Reports based on a time period you determine. Go to Tools & Tips > My Alerts > Event Alerting .

USING THE DRILL DOWN CAPABILITY

Drill down fields are the underlined fields in Flex Monitor that link to other https://www.360docs.net/doc/742062640.html, windows, known as target windows. Clicking a drill down field activates the target window and retrieves a display for the symbol selected. To create/edit a drill down

1. Right-click in Flex Monitor, and select Drill Downs .

2. Select a field from the Fields box.

3.Select a service to link to from the Available Services to

link to box.

4.Click Link to create a link or Unlink to disable a link.

5.Click OK.

USING MY PAGES

My Pages allows you to configure and customize a set of pages of your own choosing in your workspace. It has been pre-set with the following:

?My Thomson ONE – Contains useful information including the latest enhancements, hints and tips.

?My News – A sample (set to A/) shows all news. Another sample (set to N/TMN) shows news on acquisitions, and

mergers & takeovers. You can change these displays by

entering codes for your preferred settings. These components are set to “Not Listen” to the broadcast box so they will

maintain your current settings.

To set up and manage your custom pages

1.Click Customize, and choose Organize Workspace.

2.To add a group or page to My Pages, select My Pages, and

click Add Group or Add Page.

https://www.360docs.net/doc/742062640.html, the page, and then drag a service from the Insert

Option menu. You can add multiple services to a page. 4.To change the order of a page, right-click it and choose

Move Up or Move Down.

5.To move a group or page into a different group, click it,

and then drag it to the target group. MODIFYING THE APPEARANCE OF A PAGE

You can change the appearance of the Market Views > Market Monitor page and the My Pages page by rearranging and resizing the service.

?To move a service section, click its title bar and drag it to a new location.

?To resize a service, use the cursor to drag the bottom (or top) border of the service to shrink or expand its viewing area. ?To hide the title bar of a service, right-click within the service and choose Hide Titlebar.

FLOATING SERVICES

Floating services are https://www.360docs.net/doc/742062640.html, services that are displayed in separate browser windows while

https://www.360docs.net/doc/742062640.html, is running, even when it is minimized. To add a new floating service

?Right-click within a service in your workspace, and click Open as Floating.To view a menu of your floating services

?

Click .

To access a floating service

?Click , and then click the service.

SETTING PREFERENCES

You can set navigation and user preferences for several pages including Advanced Filings, Deals, Estimates, Private Equity and Watchlist Activity.

To set preferences

1.Click .

2.Click Preferences.

COMMONLY

USED NEWS SYMBOLS

Commonly Used Industry Codes

EXCHANGE SPECIFIC QUOTES

To access a quote from a specific exchange, type a symbol-exchange qualifier as a suffix to a symbol

(e.g., IBM-P, for IBM trading on ArcaEx).

FREQUENTLY USED INDICES Americas

FREQUENTLY USED RATES

US Rates

ONLINE HELP & CUSTOMER SUPPORT

Click to open the Help/Support

menu:

?Help Contents – Opens Help for

the currently displayed feature and

other help topics.

?Customer Support –

Contains support e-mail address and contact phone

numbers for global customer support.

Click

https://https://www.360docs.net/doc/742062640.html,/kccontactus/tele phone.aspx. Select Former Thomson Financial Products and then the country to locate the correct number for

support.