Database Guide: FactSet

The FactSet interface, called a "workspace", is defined by selected application tabs on top bar. NOTE: Not all tabs are displayed.
The Workspace is fully customizable. Use the following method to add or delete tabs:

1. Click the + in top right corner to open a menu of applications arranged by categories.
2. Select a category or subcategory and click Add. That will add a tab to the top bar.
   To remove a tab, click the down-arrow next to the tab name and select Remove.

Searching in FactSet is menu-driven through its customizable interface called Workspace. The search is standardized across the entire platform and for the most applications includes the following general steps:

1. Select a relevant application tab from the top bar.
   When you are not sure which tab to open, use the keyword search for an app.
   1. Enter the term in the search box on the top bar. For example, enter “earnings calls transcripts”.
   2. From the auto-fill list select the appropriate application. Apps are preceded with @. In our example, select @EC | Application Event /Calendar.
      FactSet opens the respective page and automatically adds the tab to the top bar if it is not there.
2. Find securities or retrieve a previously saved set of securities. This task is accomplished through the search for identifiers. See the Finding Identifiers section of this document.
3. Find identifiers by applying search and formatting options relevant to each individual app.
4. View and format results by using the formatting reports options.
5. Print, save, or export results.

Click the ? icon in the upper right corner to open the FactSet Help Menu. For access to all topics and learning formats, select Application Help where availalble. If you open the help while using a specific app, e.g. Company/Security, Screening, etc, the first option on the Help Menu panel will be related to that particular application.