Instruction boxes appear after 5 seconds over a button. Move your cursor to any open area and the dialogue box will disappear.
Reports are not tied to institutions. Match the selected institutions to the Report you desire.
Buttons come to life only when they are relevant. Example: If you double click an institution from a displayed list, the Time Periods button and the Export button work because those are the functions you can perform from there.
Search Results View will display a “list of institutions”. Reports are not automatically connected to a Search Result (so you can run any report on any Search Result list) All the Tabs work together. Separate fields with a comma. Example: States: TX,OK,NY (note there is no space after the comma). Qualify Tab put in Total Assets Min: 1000000 (1 Billion drop the last three 0’s, display is in thousands). Your result would be Texas, Oklahoma, and New York institutions greater than 1 Billion in Total Assets.
The Search Range Tab is an open variable search.
When you have a displayed Search Result list of institutions you can:
Double click to drill down on an institution and see all of the data. It opens a new tab named Financial Data View (see quick Export).
Save a displayed list (right click, save to a list)
Run reports from the Custom Reports button on the displayed Search Results. (Right click, select all)
You may also use Search to create and save a Query. Input your criteria in the Search Tabs and click SAVE at the bottom of any tab. It will “save” to your Lists Button.
Find Institutions Easily
Instruction boxes appear after 5 seconds over a button. Move your cursor to any open area and the dialogue box will disappear.
Reports are not tied to institutions. Match the selected institutions to the Report you desire.
Buttons come to life only when they are relevant. Example: If you double click an institution from a displayed list, the Time Periods button and the Export button work because those are the functions you can perform from there.
These are your customized everyday or quarterly reports. Use your Lists button to retrieve a list you saved OR select the institutions already displayed, then pick the report and click Run.
You can create new reports or Modify an existing report. You can Clone or Rename a report. You can also Delete a report. Be careful.
To share a new report that you have created, you are the owner of that report. If you delete it, it is gone for everyone. Be careful. Once you select Share, you can enter "everyone" to share with everyone in the firm OR you can type in the email of any user in your firm that has user authenticated credentials. For the receiving user to have the report show up in that person’s Custom Reports Button, they would click Refresh.
Customizable and Sharable
Instruction boxes appear after 5 seconds over a button. Move your cursor to any open area and the dialogue box will disappear.
Reports are not tied to institutions. Match the selected institutions to the Report you desire.
Buttons come to life only when they are relevant. Example: If you double click an institution from a displayed list, the Time Periods button and the Export button work because those are the functions you can perform from there.
Manipulate the columns of data in a displayed list.
Fixed Columns are Name, City, State. You can insert new variable columns and save them. Create one and name it Anything you want! Create variable columns for FIS Ratings and find out who may be an “At Risk” institution. Find out what business your target is in by looking in the Asset Mix Section. Then use those as columns to sort out favorable institutions as a comparable peer for your target institution.
Sort any displayed column by clicking the column heading, just like a data sort in excel. Sort Ascending or Descending.
To Share a new variable column definition that you have created, you are the owner of that column definition. If you delete it, it is gone for everyone. Be careful. Once you select Share, you can enter "everyone" to share with everyone in the firm, OR you can type in the email of any user in your firm that has user authenticated credentials. For the receiving user to have the Column Definition show up in that person’s Column Button, they would click Refresh.
Powerful Peer Building
Instruction boxes appear after 5 seconds over a button. Move your cursor to any open area and the dialogue box will disappear.
Reports are not tied to institutions. Match the selected institutions to the Report you desire.
Buttons come to life only when they are relevant. Example: If you double click an institution from a displayed list, the Time Periods button and the Export button work because those are the functions you can perform from there.
There are two places to view data in the product. Search Results and Financial Data View. Quickly Export to Excel by clicking the Quick Export Button. It will launch Excel and open as a CSV file in compressed format. Put the curser between column A and B, when it makes a + sign, click to expand the spreadsheet.
Super-Fast Spreadsheets
Instruction boxes appear after 5 seconds over a button. Move your cursor to any open area and the dialogue box will disappear.
Reports are not tied to institutions. Match the selected institutions to the Report you desire.
Buttons come to life only when they are relevant. Example: If you double click an institution from a displayed list, the Time Periods button and the Export button work because those are the functions you can perform from there.
This button only comes to life when you are in the Financial Data View. Add or change time periods displayed in financial data view. The more you choose, the slower the system. The default is the current time period, and this can be tricky during a reporting cycle, when a bank has not filed data yet. Simply click the Periods button and select the previous time period.
YTD = Year to Date
PYE = Prior Year End
QTR = Quarter Only
40 Quarters of Data
Instruction boxes appear after 5 seconds over a button. Move your cursor to any open area and the dialogue box will disappear.
Reports are not tied to institutions. Match the selected institutions to the Report you desire.
Buttons come to life only when they are relevant. Example: If you double click an institution from a displayed list, the Time Periods button and the Export button work because those are the functions you can perform from there.
These are lists that you have saved OR Queries that you have saved from the Search Button.
Saved Lists (L) These are enumerated lists of institutions that do not change unless you modify the list.
Saved Queries (Q) These are from the Search Button, when you click SAVE, it will save the query parameters that you had selected. Each time you retrieve a Q List, the system will run that query against the parameters you saved and retrieve those institutions.
Saved Merges (M) These are lists OR queries that you have selected as merged. You can merge as an Aggregate merge (2+2=4) Or an Average Merge (2,2 =2)
NOTE that list can be (LM) or (QM). This means that the list is merged or the query is merged. Example: OK (QM) Oklahoma merged as one single institution.
Pick multiple Lists to display in one Search Result List. Example: Pick all banks in Ok. OK (L) and also pick OK (M), you get all banks in Oklahoma along with one more that is the state average merged.
Think my bank and 8 peers side by side with the Average as a comparison.
To Share a new list that you have created, you are the owner of that list. If you delete it, it is gone for everyone. Be careful. Once you select Share, you can enter "everyone" to share with everyone in the firm OR you can type in the email of any user in your firm that has user authenticated credentials. For the receiving user to have the list show up in that person’s List Button, they would click Refresh.
Flexible
Instruction boxes appear after 5 seconds over a button. Move your cursor to any open area and the dialogue box will disappear.
Reports are not tied to institutions. Match the selected institutions to the Report you desire.
Buttons come to life only when they are relevant. Example: If you double click an institution from a displayed list, the Time Periods button and the Export button work because those are the functions you can perform from there.
Create your own numerators & denominators; customized ratios.
First Create a Folder Name.
Then highlight the folder you would like to modify (add ratios into). That folder name will open and ask you to Add.
Click Add, and it will open to the ratio creation area.
Expression is where you build the ratio. Insert Variable for the numerator and add your action. Example: Net Income / Then pick your denominator, Insert Variable and pick Average Assets from the Averages Section. Now you have a ratio for Net Income/AA.
Use the Documentation to show where the items were selected from, show your work. It is important if shared with others.
To Share a new custom ratio that you have created, you are the owner of that custom ratio. If you delete it, it is gone for everyone. Be careful. Once you select Share, you can enter "everyone" to share with everyone in the firm OR you can type in the email of any user in your firm that has user authenticated credentials. For the receiving user to have the custom ratio show up in that person’s List Button, they would click Refresh.
Genius Feature
Instruction boxes appear after 5 seconds over a button. Move your cursor to any open area and the dialogue box will disappear.
Reports are not tied to institutions. Match the selected institutions to the Report you desire.
Buttons come to life only when they are relevant. Example: If you double click an institution from a displayed list, the Time Periods button and the Export button work because those are the functions you can perform from there.
Line item & ratio definitions. Use Control F to find any item or ratio. Click the section to expand and find items by location.
If you know the Identifier, you can search that way too. Example: Control F, type in RCFD2170. In the bank system this will return Total Assets.
Detailed Data
FISAnalyst Banks
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