Manual List

Description

A report tab type for manually adding and removing individual companies to a list.

Explanation

This tab type is best used for a few cases:

  • You only have a few companies you want to work with so you want to create a list as quickly as possible
  • There are no common traits between the companies you want to add so you can't use a Filtered List
  • You want a list where the companies will never be dynamically added or removed

Guide

Create a manual list

Click the report tab dropdown and click the New Tab button.

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Select "Add companies manual" from the list.

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Add a company to a manual list

Select the Add button. Search for the company you wish to add in the fullscreen modal and add it to your report.

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Delete a company from a manual list

Select the checkbox next to the company or companies you wish to remove. Click the Delete button.

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