How do I create a Quick report from scratch?

From the 27th of December 2021, FactSet source will be completely replaced and will be no longer available. 

For any issue you may encounter, please refer to our recommendations and workaround. For more information about this process please follow our guidelines and information.

The Quick report will be deprecated end of 2021. This means the functionality will still be present for some time in the Excel Add-in but maintenance will stop. It will be replaced by INFGET() functions. Models and previous Quick report can be updated easily by INFGET() formulas.

To create a new Quick report from scratch, click the Quick Report button in the Infront ribbon. This will open the Quick report wizard.

Company universe

In the first step of the wizard, define your company universe selecting either individual companies, or a personal list (My Lists), or the constituents of a market index.

You can mix selections from each type. Click Next when your company universe is defined.

Data items

In the second step of the wizard, choose your data items by selecting them from the Most Popular item list or by searching for other items by name or by category. You can save the items list for further reuse in another Quick Report under My Templates.

Click Add Selected Items to confirm your selection, and click Next when all your items are selected.

Output options

In the third step of the wizard, select your output options such as currency, unit, or table format.

Click Generate to create your Quick report.