Use Watchlist and Filters in Dashboards

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

To apply one of your created Watchlists:

  1. Select Watchlist Name from the Analytics screen.

  1. Select an option in the dropdown list.

  1. Select Refresh 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 Refresh in the top right corner of the screen.