Get Factset Quick Start Guide - Goizueta Business Library

This guide provides a detailed walkthrough on how to effectively fill out the Factset Quick Start Guide, ensuring a clear understanding of each section and field. Whether you are new to Factset or looking to refine your skills, this resource is designed to be supportive and informative.

Follow the steps to complete the Factset Quick Start Guide online.

1. Press the ‘Get Form’ button to obtain the Factset Quick Start Guide form and open it in your document editor.
2. Begin with the 'Navigating the Factset Platform' section. Carefully read the instructions given on pages 1-4 to familiarize yourself with key navigation features.
3. Proceed to the 'Learning Tools' section found on page 5. Fill in any relevant information about the learning tools you plan to utilize.
4. Review the 'Commonly Used Reports' table on pages 6-11 and note the specific reports you want to access. Record corresponding page numbers for easy reference.
5. In the 'Research Management Tools' section on pages 12-13, indicate which tools you intend to use for managing your research effectively.
6. Continue through the 'Company Financials' and 'Comparable Companies' sections on pages 14-20, ensuring all fields are completed as applicable.
7. For the 'M&A and Deal Activity' section on pages 22-23, enter any pertinent data related to mergers and acquisitions.
8. Complete the sections for 'Company Debt and Bonds' and 'Company Investors and Ownership Statistics' on pages 25-28, ensuring accuracy in your entries.
9. Finish by reviewing all filled sections and navigating to the final step where you can save your completed form, download it for offline access, print it, or share it as needed.

We encourage you to complete your Factset documents online now for efficiency and ease of access.