Using 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.

You can apply one of your created Watchlists by selecting Watchlist Name from the Analytics screen and choosing one of the available options from the drop down list (Figure 1 and Figure 2):

Figure 1 Watchlist Name

Figure 2 Watchlist options

Select Refresh in the upper right hand corner to see the companies displayed in the Dashboard (Figure 3 and Figure 4):

Figure 3 Refresh

Figure 4 Refreshed companies

You can apply a filter by selecting any of the highlighted fields in Figure 5:

Figure 5 Filters

Once a filter is applied to a dashboard, select Refresh in the upper right hand corner and the data will display accordingly (Figure 6 and Figure 7):

Figure 6 Refresh

Figure 7 Refreshed data