Reports

The Entities app offers a wide variety of reports that capture almost any piece of information stored about entities in the system.

Types of reports

There are three main types of reports in the Entities app:

Standard Reports, which are out-of-the-box report templates. These reports are used as they are and are rarely customised.
Ad Hoc Reports, which can easily be customised. They allow you to hand pick the data, formatting and style used in the report. These reports are usually used for reporting on data from multiple different sections of the site. Refer to Ad Hoc Reports to learn more.
Quick Reports, which are similar to ad hoc reports because you are able to hand pick the data you want to include in the report as well as the formatting, grouping and sorting. Quick Reports are used when reporting on information from one area of the site. Refer to Quick Reports to learn more.

Within standard reports, there are several different report types you can choose from, including:

Lists, which lists entities on your Search pages in a Microsoft Word, Adobe, HTML or Microsoft Excel format.
Profiles, which include every piece of information recorded for the entity in a single document. These reports can be created in a Microsoft Word, Adobe, HTML or Microsoft Excel format.
Registers, which are only available for companies and apply to certain jurisdictions. These reports can be produced in a Microsoft Word or Adobe format.
Other Reports, which are various report templates that show specific information about a company, individual or other entity record.

Users have the following options to create reports in the system:

There is a Report option in the Global Banner. Selecting this option opens a page with a list of all of the available reporting options for all entity types. Each entity type has its own tab and the available reporting options are different for the different entity types. The information icons next to the report options provide additional information about the report when hovered over.

A Reports option is available under All Searches on the Companies, Individuals and Other Entities tab.