Category Archives: SECAnalyzer™ Help Tips

Help Tip: How to find the auditor’s opinion date & filter your keyword search?

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Help Tip #1: As you may know, finding the auditor’s opinion date in the annual report is not always the quickest task. But we’ve managed to find a way to get this information to you in just a few clicks.

Please take a look at the step by step process below:
1. From the search panel, click on filter, ‘Form types, Sections, Notes to Financials, Exhibits & Contracts’.
2. Select, ‘Form Itemization’.
3. By default, it should be set to form ’10-K’, but if not, click on ’10-K’.
4. Scroll down the items list and select ‘LD_TOPIC- AUDITOR OPINION’.
5. If needed, insert company name, CIK or ticker in the company search box, adjust date range or select filter, ‘Company Identification Codes, Principals & Properties’, to filter by filer status, SIC group, auditor, etc.
6. Click ‘Search’.

Help Tip #2: Are you looking for a specific keyword and would only like to see it it within tables? What about within a paragraph in relation to percentages or dollar amounts? Did you know you could do both of these actions in the SECAnalyzer™?
There are two ways to filter your keyword search, by ‘quantified text’ or ‘in tables’. By quantified text we mean anything that can be measured, like dates, dollar amounts, percentages, etc. And by in tables, we mean anything in a table-chart like structure.

Please take a look at the step by step process below:
1. Input your keyword in the keyword search box, adjust the date range. If needed choose your filters or input the company name.
2. Below the keyword search box select either, ‘Quantified Text’ or ‘In Tables’ or both.
3. Click ‘Search’

You’re also able to view all results for your search criteria by selecting ‘All’. And if you want to switch between ‘Quantified Text’, ‘In Tables’ or ‘All’ after you’ve made your search, just look for the options in the middle of the screen, above your search results.
It’ll look like the following:
Filter

Help Tip: How to search for preferability letters?

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Disclosed by Exhibit 18 are the Preferability letters which as you know are changes in the accounting policies relating to goodwill. The SECAnalyzer™, offers you a simple way to search for keywords within exhibits. In this case, we would search for specific keywords within exhibit 18 to find research about Preferability letters that were released.

Interestingly enough not all companies release Preferability letters after making changes. But don’t worry, we have you covered there too! Most of these companies state their changes within the footnote: accounting policies. You can easily search for specific keywords within footnotes just like exhibits. Allowing you to find all those nitty gritty details without breaking a sweat.

Please take a look at the step by step process below:
1. From the search panel, select ‘Form types, Sections, Notes to Financials, Exhibits & Contracts’.
2. Click on ‘Exhibits’ and select ‘EX-18 LETTER RE CHANGE IN ACCOUNTING PRINCIPLES’.
3. Enter your desired keywords in the Keyword/Concept search box and select the dates you’d like to search within.
4. Click ‘Search’.

Alternatively, if the company has not released a Preferability letter:
1. From the search panel, select ‘Form types, Sections, Notes to Financials, Exhibits & Contracts’.
2. Click on ‘Form Types’ and select 10-K & 10-Q (hold ctrl key to select multiple items)
3. Click on ‘Notes to Financial’ and select ‘Accounting Policies’.
4. Enter your desired keywords in the Keyword/Concept search box and select the dates you’d like to search within.
5. Click ‘Search’.