Chapter 11 Report Builder
THOMSON REUTERS SPREADSHEET LINK - USER GUIDE
PAGE 124 OF 235
Make Data Item Selections for a Custom Report (Report Builder)
To make data item selections in the Custom tab of Report Builder
To add data items, in the Data Items area, click the Add button.
From the Category area, click the arrow next to a category in the expandable tree.
To filter the list of data items in the Item area, see Filter Data Items (see "Filter Data Items (Data Item
Lookup)" on page 8).
In the Item area, click a data item.
To set the parameters for the data item in the Parameters tab of the panel on the right, see Set Parameters
(see "Set Parameters (Data Item Lookup)" on page 9).
To view detailed information about the data item, use the Information Viewer (see "Learn More about a Data
Item (Data Item Lookup)" on page 8).
Make additional data item selections, delete a data item by highlighting it and clicking
, or click
Close to return to the Report Builder.
Ownership Reports (Report Builder)
The ownership data in Thomson Reuters Spreadsheet Link allows you to view shareholders of a given security for
the purpose of creating tear sheets, pitch book pages, and creating various shareholder summaries.
Below are some examples of how you can use this data:
Produce a holders (firm, funds, strategic holders, etc.) report of a single security, with holders' holding
position, total assets, changes, investment style and other information.
Produce a holders momentum report with historical data.
Create a holders report for top
holders in a particular security.
Create an Ownership Report (Report Builder)
To create an ownership report
On the Thomson Reuters menu, point to Build and click Build a Report.
From the Entity Type drop-down, select Company.
Specify the identifiers for your report (see "Look Up Identifiers" on page 122).
In the Ownership tab, select a view from the Owner Type (see "Owner Types (Report Builder)" on page 125)
To select a period in addition to the most recent period, select an available period to highlight it, and click Add.
To select a period other than the most recent period, select Most Recent to highlight it, click Remove, select
at least one available period, and click Add.
To view all ownership of the selected owner type from the selected period, click All.
To view top holders, click Top, type a number up to 8,000, and select to search by value, value change,
position (pos), or position change (pos chg).
Add data items by clicking the Add icon. For more information on making data item selections, see Make Data
Item Selections for an Ownership Report (see "Make Data Item Selections for an Ownership Report (Report
Builder)" on page 124).
Select a format, grouping the data by items or period. To add more formatting, click Options. For more
information on formatting, see Use Format Options (see "Adjust and Apply Formats (Report Builder)" on page