Generating Reports With ViewsDownload printable PDF
In the August and September Stock Investor News emails, we discussed isolating data fields using views, editing views, and exporting data fields using views. This month, we wrap up our discussion on isolating data fields using views by generating custom reports. In addition, we create a view “on the fly” using the Screen Editor, a useful feature for users who frequently build custom screens and want to view and print the data fields in them.
Creating a View "On the Fly" in the Screen Editor
The first step to generating a custom report is to create a view that contains your desired data fields. For those who use the Screen Editor to create custom screens, the data fields chosen for the screen tend to be ones that are important when making final investment decisions. You can easily create a view that includes all the data fields used to create a custom screen by clicking on the Make View button at the bottom of the Screen Editor window. For our example, we use the *Zweig, Martin screen that is pre-built in the software and create a view with its data fields. After clicking on Make View, the View Editor will open with the data fields in the screen populated. Save and name the view, and your view will be created and populated in the View drop-down menu. If you select this newly created view, you will see that each of the data fields used to create your screen is now in the new view, applied to the current stock notebook.
Generating Reports Using Views
Stock Investor Pro contains a myriad of reports that you can print. There are two ways to access the Available Reports menu: click on the Print icon
The available reports in Stock Investor Pro are company summary reports, comprehensive company reports, view reports, statistical summary reports, and industry (and sector) median reports. Here we will focus on those reports that utilize views: view reports and statistical summary reports.
Just as views allow you to display select data fields, they can also be used to print reports that show only the specific information that interests you. A view report allows users to print company, industry and sector data in a tabular format. Data can be printed either vertically (with company names running across the top of the page) or horizontally (with company names listed down the side of the page). You can print a view report for either the selected company or the entire group of companies in the active stock notebook.
Using the *Schloss, Walter screen that comes preloaded in Stock Investor Pro as an example, we load the Fundamental Data view created in our previous Stock Investor News installments. To print a view report using the Fundamental Data view for these companies, go to the Available Reports menu, select View Report – All Companies in Active Notebook, and then click the Print button at the bottom of the Available Reports window. At the View Report options window, you can select the view you wish to print (Fundamental Data) and whether you wish to display across by field or issue (company). Once you are finished, click the Ok button to generate the view report.
Statistical Summary Reports
Have you ever wanted to know the median price-earnings ratio of the S&P 500 is? Or what the average market capitalization (shares outstanding multiplied by current share price) is for the results of a screen? A statistical summary report allows you to calculate this type of information.
Statistical summary reports are similar to view reports in that both are based upon a view containing the data fields you specify. However, while view reports display the selected field values for each company, statistical summary reports calculate the average, median, high, low and standard deviation values for the generated fields based on the active set of companies in the stock notebook. The active set of companies may be the entire database of companies, the companies in a loaded portfolio, or the results of an applied stock screen.
Therefore, you can calculate various statistical data on the results of a screen, a portfolio of companies, or the entire universe of companies in Stock Investor Pro. To print a statistical summary report using the Fundamental Data view for the Schloss passing companies, we must again apply the *Schloss, Walter screen from within the Screen Editor or select it from the screen pulldown menu at the top of the program window. You then go to the Available Reports menu by clicking the print icon on the toolbar or select Print from the File menu (File – Print). Next, select Statistical Summary – Active Notebook, click the Print or Preview button, select the view you wish to print (Fundamental Data) and then click the Ok button to generate the Statistical Summary Report.