Reports

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

Reports in classic Entities

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.

Where to create reports

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.
  • Reports can also be produced from the Details page of an entity.

Reports in modernized Entities

Use Quick reports to review records, view details, and export results. Reports organize your data so it's easy to find, analyze, and share.

With Reports, you can:

  • View entities in a tabbed table layout Browse report entities organized in tabs. Each tab displays entities in a table so you can scan and compare information quickly. These tabs include Companies, Individuals, Other entities, All entities, Committees, Partnerships, Data libraries, and more.

  • Search entities Use the table toolbar to search the entity list and focus on the data you need.

  • Customize the table view Select which columns appear in the table and navigate through pages of results to manage large data sets efficiently.

  • Open entity details Select an entity to open its detail page. The detail view contains additional sections and deeper data for further analysis.

  • Export report details Export report data in the Excel format when you need to share or analyze it outside the application. You can also monitor the status of export requests.

Accessing Reports

Before using Reports, make sure you have access to Reports and permission to export data.

If a report contains a large data set, results may load across multiple pages. Use search and filter options to narrow results and find what you need.

  1. In modernized Entities, go to Reports from the side navigation.

  2. From the Quick reports page that appears, use tabs to switch between report entity groups.

  3. Use the entity list to do the following:

    • Search Search by name or quick ref to filter the list and find specific records

    • Columns Show or hide columns to match your workflow. For more information, refer to Columns.

    • Pagination Move between pages at the bottom of the table.

    • Sorting and ordering Use multicolumn sorting on the Quick reports page to organize results by multiple fields in a defined priority order. Sort by any supported column, then press Shiftand select additional columns to add secondary or tertiary sort levels. You can add as many sort columns as you need. For more information, refer to Sorting or ordering table columns.

    • Empty state If no rows appear, adjust filters or search terms and try again.

  4. View and manage record details.

    1. On the Reports page, select a row to open its detail page.

    2. Browse the sections on the detail page to review additional information.

    3. Use the action buttons at the top of the page to export or perform other available actions.

      Note

      Available actions may vary depending on your permissions.