Knowledge Base
LSEG Workspace has various screener apps with similar functionality that allow you to get data about companies, deals, etc.
Step 1: Open the Screener
- Connect to LSEG Workspace – see LSEG Workspace access help.
- Use either method:
- From the top menu, select Search Tools. Either choose a category, e.g. Companies, Bonds, etc., or click Search for more options.
- In the search box at the top of the screen, type Screener or a more specific phrase like Private Equity Screener.
Step 2: Add the Screen Filters
With the Screener open, use the filters in the left panel to customize your search.
For example, to create a custom list of VC exit deals using the Private Equity Screener:
- In the left Screen panel, under the Universe section change the Investments drop-down menu to Exits.
- In the Quick Filters section, use the existing options like Exit Type.
- To find additional screening options, click the list icon in the right of the Add Filter box to Launch Data Item Library, which is a comprehensive list of screening criteria.
- Use the Enter filter text search box and/or browse variables by Category in the left column.
- Results will display in the middle column.
- Click on the variable to see a definition at the bottom of the pop-up window. Sometimes limited information is available, so if you have questions Ask Us.
- Some variables will have additional options in the right column labelled Parameters. Once you've made these modifications, press Add next to the field name.
- Time-series variables (e.g. data that exists over a period of time, like a firms yearly ESG score) can have a Series box to select to enter the time period.
- To add the filter to the screen, click Ok.
- Fill in the options for how to use the filter (e.g. for the Exit Type, pick whether or not you want to keep results without data, pick whether to include or exclude the options, and then pick the deal type ). Press Done.
Step 3: Pick the Output Format
Some Screeners have multiple output options. If available, in the top left corner above the results use the Output dropdown menu.
Report
The Report output provides a tabular view of the results.
- If you see the option, we recommend trying the different Report Types. In the Private Equity Screener example, there are Report Types for Company, Firm, Fund, and Investment Details reports.
- Tip: the number of results can vary based on the Report Type. In this example, the Investment Details report will include a row for each deal that passed the screen, so it will have more results than the Company report, where each row will have a company-level summary of the deals.
- Modify how the results display using the options above the results (options will vary by Report Type and Screener).
- Use the Add Column fields to display additional variables.
- Use the Group fields to group results by things like geography or industry.
League Tables or Volume Analysis
League Tables provide a ranking report, typically of legal advisors or bankers based on things like how many deals they worked on.
Volume Analysis provides statistics on things like the number of deals by country each quarter.
Use the Options: Edit 
field above the results to modify the analysis criteria.
Step 4: Export Results
In the top right corner of the results, use the icon bar to export to Excel, PDF, or Print.
To export to Excel:
- To export all results, from the drop-down list select Export All as Values.
- To export selected results, select the rows first and from the drop-down list select Export Selected as Values.
Answered By: Zina Shapiro