Welcome to this quick walkthrough of the Idea Generator.
Upon logging in, you'll arrive at the Discovery page. Start by using the main top navigation to navigate to the Data Analyzer
In the Data Analyzer, choose the Screener option
On the Idea Generator page, the left-hand column offers options to apply filters. The filter section includes Basic Filters, Spending Intention, Financial Metrics, and an option to view all.
The right column displays a results table, highlighting the applied filters and allowing users to toggle between Single and Aggregate results.
If you have the necessary permissions, you can add each component to your personal dashboards and download the data using the menu in the top right corner.
This guide provided a brief walkthrough of the Shared Accounts.