Getting Started with Company Watch Monitoring

This article explains practical steps to get started with Company Watch reports and how to use the platform for financial monitoring and timely updates during an evaluation period.

Primary actions to utilise reports for monitoring and updates

1. Set up company watchlists
   • Create watchlists of companies you need to monitor. Watchlists let you aggregate and track the companies most relevant to your portfolio or workflow.
2. Explore financial health scores and reports
   • Open company credit and financial health reports to review risk scores and the underlying financial data that inform them. Use these reports to inform credit and supplier decisions.
3. Test company searches
   • Run searches for companies to retrieve their reports, scores and filings. Use searches to validate data coverage for your target universe.
4. Configure monitoring alerts
   • Enable monitoring alerts for companies on your watchlists so you receive timely updates about changes in financial status, filings or other risk signals.
5. Review dashboards and analytics tools
   • Use available dashboards and analytics to get portfolio-level views and trend analysis that support ongoing monitoring and decision-making.

Recommended workflow for continuous monitoring

1. Build watchlists that reflect your exposures (clients, suppliers, prospects).
2. For each watchlist, review baseline company reports and key financial health scores.
3. Enable monitoring alerts to receive updates on material changes.
4. Regularly consult dashboards and analytics to detect emerging trends across the portfolio.
5. Re-run company searches as needed to obtain refreshed reports and to validate any changes flagged by alerts or dashboards.