Use Watchlist and Filters in Dashboards

In addition to using Watchlists in the Document View of the Symphony Analytics platform, you also can use your created Watchlists in the Analytics View of the Symphony Analytics platform.

To apply one of your created Watchlists:

  1. Open the dropdown list with the current Watchlist name in the upper right-hand corner of the Symphony Analytics screen and select a Watchlist from the ones available in the list.

  1. Select the refresh icon in the top right corner of the screen to see the companies in the Dashboard.

  1. To apply a filter, select any of the highlighted fields.

  1. Select the refresh icon in the top right corner of the screen. Once refreshed, the data will display accordingly.