What is the Companies tab?

The Companies tab is a collection of all companies you’ve searched for in D&B’s database and added to your DNBi portfolio within the last 12 months. The Companies Home page organizes your companies by folders and the All Companies page lists all of your companies. There are several default folders: All Companies, All Credit Files, My Companies and Snapshots which show filtered views of the items in your portfolio.

All Companies folder: will display a list of all unique companies in the DNBi shared workspace. You will see reports ordered by other users in you company’s workspace. If you have multiple Snapshots, you will see these listed for each company but each company is shown on only 1 row with associated credit files listed below.

My Companies folder: will display a filtered list of companies ordered on your own user ID.

All Credit Files folder: will show a list of all credit files you have saved. For example if you saved company Gorman Manufacturing to your portfolio and also saved 3 Snapshots of the report over time, each of these will be displayed as a unique row in this folder view.

If you’ve licensed DNBi’s Decision Maker module, credit applications also appear in the Companies tab. If you’ve licensed DNBi’s Account Manager module, all accounts that you’ve imported into DNBi appear in the Companies tab as well.