Overview

Introduction

The Tracenable platform is designed to make corporate data discoverable, customizable, and traceable. This overview introduces the core tools available to you and explains how they fit into the process of building datasets, exploring disclosures, and managing company selections.

Company Screener

The Company Screener is your entry point into Tracenable’s coverage universe. It lists all companies we track, along with identifiers and security metadata. A search bar and intuitive filters make it easy to find the entities you need.

When you click on a company in the screener, you are taken directly to that company’s dashboard, where you can explore detailed metrics, disclosures, and analytics for that entity.

Why it matters: The screener is also the starting point for building custom datasets. When exporting data in CSV or Excel, this is where you add or remove companies from your universe.

Data Exporter

Use the Data Exporter to create datasets tailored to your needs. Pick the companies, metrics, and time periods you need, preview coverage, and download a ready-to-use CSV or Excel spreasheets in seconds.

Instant pricing ensures you only pay for what you use, while previews help you evaluate data coverage before exporting. This makes dataset creation both cost-efficient and transparent.

For detailed instructions on how to use the Data Exporter, see our step-by-step guide on exporting CSV datasets:

Disclosure Search

The Disclosure Search gives you direct access to the original corporate sources behind the data. Explore annual reports, sustainability disclosures, spreadsheets, and webpages - all indexed and searchable in one place.

Traceability is central to Tracenable. Disclosure Search ensures you can always validate metrics against primary sources. Searches are scoped to a single company and emphasize the most recent disclosures for speed and relevance.

Tracenable uses Elasticsearch’s simple query string syntax, so you can refine results with powerful operators:

• + for AND (e.g. climate +emissions)

• | for OR (e.g. climate | energy)

• - to exclude (e.g. climate -risk)

• " for exact phrases (e.g. "net zero")

• * for prefix (e.g. sustainab*)

• ( ) for grouping (e.g. (climate | energy) +data)

• ~ for fuzzy match (e.g. sustainble~1)

Company Universes

The Universe panel helps you organize groups of companies into reusable sets. A universe is simply a saved selection that you can apply across data exports and other features.

Universes are especially useful if you work with the same group of companies repeatedly, or if you manage multiple sets of companies for tasks like portfolio management or market research. Instead of rebuilding your selection each time, you can save it once and reuse it across data exports and other features.

Within this panel, you can:

• Create new universes from scratch or based on existing lists.

• Manage universes by renaming them or adding descriptions for clarity.

• Delete universes you no longer need.

Saved Datasets

The Saved Datasets panel keeps a copy of every dataset you export with the Data Exporter. This way, you can always come back to previous datasets without needing to rebuild them from scratch.

Saved datasets make it easy to revisit past work, share consistent results with colleagues, or re-export data when needed.