To create a screen, select the New Screen button in the Screener task panel. You’ll be prompted to designate whether you want to generate a new Stock Screen, Fund Screen, or Folder. Next, an editable field will appear; type the name of your screen or folder and hit enter or click Save. The new screen or folder will be added automatically to your My Screens folder.
Next, assign criteria to your screen in the Screener Input window. As you enter screen criteria, the results will dynamically populate the List Contents below the screener. You can save your results as a list by accessing the Save as a List option in the Screen Results dropdown menu, or double-click the symbol to view a chart. Your screen’s final criteria settings are saved by default, so you may access them from any workstation.