How do I select the source of financial statements in LSEG Refinitiv Workspace?
In LSEG Refinitiv Workspace, there are two sources of financial statements or ‘fundamentals’:
- Refinitiv Company Fundamentals (RCF)
- Refinitiv Financials (formerly Reuters Fundamentals)
Refinitiv Company Fundamentals is arguably better. You should be consistent with whichever source you choose. You can tell which source is selected on the company apps by looking in the horizontal menu; hover over 'Financials' and look at the first item in the submenu below it. It will say 'Refinitiv Co. Fundamentals' or 'Refinitiv Financials'.
Left: Refinitiv Company Fundamentals. Right: Refinitiv Financials.
Steps to change the source of financial statements:
- At the top-left, click the 'WS' icon, then 'Settings'.
- In Settings, under 'FRAMEWORK', click 'Workspace'.
- Select your preferred ‘Fundamentals Source’ then click ‘SAVE CHANGES’.
