Wrestling with Analyst Reports: A Guide to Downloading from Thomson One

Thomson One should be your first choice for retrieving analyst reports (also called investment bank reports). As we will see, retrieving reports is easy, but downloading the reports can be tricky. Below, we will pin down the procedure for downloading from Thomson One. First, though, make sure that you are using Internet Explorer. Thomson One will only work in IE. Note that Thomson One is currently not compatible with IE10.

ToolbarStart by clicking on Screening & Analysis, which is either located in the bottom left-hand corner of the database or in the top toolbar.

Then, from the left-hand panel, expand Research and select Research Search.

This will bring you to the screening page for analyst reports.

You can screen for analyst reports by company name (e.g. Apple), industry, or keywords. Make your selections and press Search.

Screening1

Below is an example of how you could screen for analyst reports by topic. Make your selections, then press Search.

Industry Search

In this example I’ve change the “Title” drop-down box to “Title/Text” and searched for the keyword Tablet* (Note that the asterisk is a truncation symbol that tells the database to search for variations in word endings; in this case tablet or tablets). I also narrowed the Geography to China. To do that, just start typing China in the Geography box and select the country when it populates. Only select “Industry” as the report type if you want to limit results to reports about the industry.

Once you have your results, click on the check-box to the left of each report you want to read. Then press View.

Selectingreports1

A new dialog box will open. Select the check-box next to “Select All Reports” which will select all of the pages for every report you previously selected. Then press View again.

Selecting reports

Another dialog box will open up that is generating your PDF.

Dialog box

Then, a new window will open with a single PDF that includes all of the analyst reports you selected. You can print the file or save it to your computer or flash drive.

PDF

If the final PDF does not open you will need to configure Internet Explorer to match Thomson One’s specifications. Take a look at the attached Thomson Browser Configuration Guide for IE versions 7, 8, and 9 and follow the steps to properly set up IE. Once you’ve configured your browser, you shouldn’t have any problems downloading analyst reports. Note that Thomson One is currently NOT compatible with IE10. If you still encounter problems, please email us at lippinco@wharton.upenn.edu.

For additional resources for analyst reports, take a look at our Business FAQ “How do I find analyst reports (investment bank reports)?”.

4 thoughts on “Wrestling with Analyst Reports: A Guide to Downloading from Thomson One

  1. Pingback: Bloomberg Highlights: Round 3 | Datapoints: A blog from the Lippincott Library of the Wharton School of Business

  2. Pingback: Thomson One & Browser Compatibility: The Case of IE10 | Datapoints: A blog from the Lippincott Library of the Wharton School of Business

  3. Pingback: Thomson One & Browser Compatibility: Using Chrome and Firefox | Datapoints: A blog from the Lippincott Library of the Wharton School of Business

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