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  • Company Shares By Date

    Company Shares By Date report requests the user to choose the Company in question. Once the Company is chosen, the Report will display the Shares History and current status of the chosen Company. For instance:

    Using the action wheel, there is a possibility to edit mistaken data. From the top right of the screen, you can print this Report.

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  • Company Shares By Shareholder

    Company Shares By Shareholder report requests the user to choose the Company in question. Once the Company is chosen, the Report will display the Shares Movement History. For instance: 
    From the top right of the screen, you can print this Report.
  • Company Shareholder Votes

Company Shareholder Votes report requests the user to choose the Company in question. Once the Company is chosen, the Report will display the Number of Votes by Shareholder. For instance: 
Note that Company Shareholder Vote Factor and Company Shareholder Vote Year are managed in the Admin & Setup-> Setup & Configuration-> Default Values. These values may vary from one country to another. 
From the top right of the screen, you can print this Report.
  • Company Shareholders Tree View

    Company Shareholders Tree View report requests the user to choose the Company in question. Once the Company is chosen, the Report will display the Shares of the Company in a tree view format. For instance:
    The tree can be expanded and collapsed as desired. Upon hover, over the values, the system will give you the precise number.
  • Shareholders Finder

Shareholder Finder report requests the user to choose the type of the Shareholder in question be it a Company or a Person and then to insert the Name of the Shareholder. This report will give all the Location where this Company/Contact is a Shareholder in. For instance:
  • Board Member Finder

    Board Member Finder report requests the user to choose the type of the Board Member in question be it a Company or a Person and then to insert the Name of the Board Member. This report will give all the Location where this Company/Contact is a Board Member in.
  • Companies per Social Security expiry dates

This report will centralize all the expiry dates of Companies. The report will display the Company ID, Company Name, Company Legal Type, Type of Discharge, Released on, Expires On, Nationality of the Company and the user who is Reminded. For instance:
The report has an Advanced Search feature and can be exported to Excel.

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