Report Overview

Reports Overview ✨

Reports allow you to gather the platform’s data and get a clear, structured overview of your information, making analysis and decision-making easier and more reliable. ⭐

Please note that, depending on your role and access rights, the data visible in a report may vary from one user to another. ⚖️

In this article, you’ll learn how to:

• Create a report
• Manage your report
• Filter Borrowed and Lent Shares
• Filter Auto-Increment fields
• Export reports to Excel with correct formatting
• Explore practical use cases

Create a report ✍

Access Reports from the left navigation panel and click on Create a new report. ✌

Choose whether you want the report to display current or historical data. You can select a specific date to work with past information or leave it blank to use today’s data. ⌛

Content

Select the type of data you want to include using the Content dropdown (for example: Companies, Shareholders, Scope, Mandates, or Individuals).

Filters

Filters help you focus only on the information that matters. You can add multiple filters to refine your results. ❓

• Filter by management status (managed / non-managed).
• Use Reference entity to focus on specific holdings, parent companies, or branches.
• Apply filters on standard fields or custom fields to narrow down your dataset.

Columns

The default columns depend on the selected content. You can customize your report by adding or removing columns at any time. Use the ✂️ icon to hide columns you don’t need.

Link a content

Enable Link a content to combine multiple datasets in one report (for example, linking Companies with Shareholders or Mandates). ✊

By default, only matching items are shown. Activate Show unmatched items if you also want to display records without a direct match.

When your configuration is ready:

• Click Apply to preview the report.
• Save the report so it can be reused later.

Manage your report ☕

Once created, reports can be managed directly from the results table.

• Quick search: Instantly locate a specific item, even in very large reports.
• Edit: Update information in bulk across selected items. Enable Add history to track changes.
• Add reminders: Set reminders on selected data and choose recipients and notification dates. ⏰
• Export: Export your report and download it from My jobs in the notification center. ✈️

Tip: If an export takes too long, you can cancel it at any time during the process. ⛔

Filter Borrowed and Lent Shares ⚡

You can filter Borrowed and Lent Shares directly in shareholding-related reports and views. This is especially useful for organizations managing high volumes of share lending transactions. ✅

This filter is available in:

• Reports where the 1st content is Shareholders
• Company > Shareholding > Shareholders views
• Reports combining Companies or Scope (holdings) with Shareholders / Shareholdings

Benefit: More accurate reporting and clearer insights into shareholder positions affected by lending activities. ⭐

Filter Auto-Increment fields ✨

You can now filter Auto-Increment (Incremental-ID) custom fields across reports and entity menus. This makes it easy to retrieve precise records using unique internal identifiers. ✅

Availability

• Reports containing Companies, Mandates, Instances, Representatives, and Individuals
• Company menu
• Mandates menu
• Individuals menu

Supported filter conditions

• is
• is not
• is empty
• is not empty

Why it matters: Auto-Increment fields are often used as official identifiers. Filtering on them improves traceability and speeds up reporting for large datasets.

Export reports to Excel with correct formatting ⭐

When exporting Entities and Litigation reports to Excel, data is now preserved with the correct formatting — even for very large exports. ✅

What’s improved?

• Date fields are exported as true Excel date values (not text).
• Amount fields are correctly recognized as numeric values.
• No column shifting, even when commas (,) or semicolons (;) appear in the data.
• Number separators in amounts are consistently formatted.

This means exported files are immediately ready for analysis, sorting, and formulas — without manual cleanup. ✨

Who benefits? This improvement is especially valuable for users exporting large or complex datasets, such as groups managing many entities or litigation records. ☕

Use cases ❄️

Use case 1 – Shareholding analysis:
Create a report combining Scope (holdings) and Mandates in subsidiaries, then apply Borrowed / Lent Shares filters to isolate specific transactions.

Use case 2 – Entity identification:
Generate a report on Companies or Individuals and filter by an Auto-Increment ID to instantly retrieve exact records.

Use case 3 – Excel-ready reporting:
Export large Entities reports to Excel and start analyzing data immediately, without fixing dates, amounts, or column alignment.

Together, these enhancements help you build precise reports, reduce manual work, and keep your reporting workflows smooth and reliable. ✨