How to create a report?

Reports allow you to gather the platform’s data and have an overview of your information facilitating analyses and decision making.

Note that depending on your role and accesses, the information visible in a report can vary from one user to another.

In this article learn how to:

• Create a report
• Manage your report
• Use case

Create a report

Access the reports from the left panel and click on “Create a new report”.

Lets use the example of a report on our managed French companies.

First determine if you want the report on past or current information. Select a date from which to display the data or leave it blank. 

Content

For your new report, choose from the drop-down menu the content you wish to display. In our case, select Companies.

Filters

To narrow the information displayed add as many filters as needed. 

With companies, choose to display managed companies, non-managed or both.

Use the filter “Reference entity” to only display holdings from specific companies, branches or use the filter Type to display only companies or only branches.

For example: filter on the field Country and select France. Only French companies will be displayed.

Column

The columns displayed by default depend on the content chosen. 

With the content Companies, the columns ‘Type’, ‘Name’, Legal form’, ‘Creation date’, ‘Country’, ‘Currency’ are displayed by default. 

Click in the column box to add a field as a column and on the cross next to an element to hide it.

Link a content

Tick the “Link a content” checkbox to join another table to the existing report with a different content.

The second table will show elements with corresponding items that match by default. Activate the “Show unmatched items” to also show non-corresponding items.

Once the content is selected, add as many filters as needed and select the columns of your choice.

Once the elements of your reports are set:

• Click on apply to see the results of the report.
• Click on the arrow and save the report. Name the report, it will be saved and added to your list of reports.

Manage your report

Once created, use the table to manage your report.

Quick search: Use the quick search to look for a specific item in the list
 

Edit: Modify in bulk company information. Choose the fields to edit.
The information will be edited for all items selected. Keep track of changes by clicking on "Add history".
 

Add reminders: Set a reminder on the information of your choice. Choose when to be notified, and the recipients of the reminders.
The reminder will be set to all items selected.
 

Export: Export the report. You can find the report in your notification center under My jobs. Click on the 3 dots and download the report.

Use case

For example:

Create a report showcasing Scope ownership and Subsidiaries mandates data.

In the content, select Scope (holdings). You can choose to filter by any Reference entity.

Click on “Link a content” and select the content “Mandates in subsidiaries”.

By default, only ongoing mandates are shown.

Once again, add any filter if needed, show or hide different columns and save your report.

Cancel Long Exports

Some Reports can be constituted by thousands of lines, and so the Exporting function may take some time to complete.

After clicking on the Export Button, the icon will change, and any time during the process, you will be able to cancel the operation if needed.