Quick Reports: Appointments

The AppointmentsQuick Reports is one of the many Quick Reports options available in Diligent Entities. With this report, you can report on appointments by appointee, position, and entity and so on from over 100 data columns that are available. For more on selecting and sorting data columns, refer to Quick Reports: Columns.

For example, to view the various positions held by an individual:

  1. Navigate to Quick Reports on the Navigation Bar.

  2. Select Appointments in the Quick Reports menu of report options.

  3. In the Appointment filter panel that opens, select then Add a Filter button, then select the Appointed Entity filter from the list.

  4. Select an appropriate operator in the filter's dropdown menu or use the one selected by default. For example, select Contains.

  5. In the free-text field enter the full name of the required individual, or part of their name, as search criteria. For example, enter Percy.

  6. Finally, select Search. Results containing the specified name display.

To view the various positions held by individuals within a particular entity:

  1. Navigate to Quick Reports on the Navigation Bar.

  2. Select Appointments in the Quick Reports menu of report options.

  3. In the Appointment filter panel that opens, select then Add a Filter button, then select the Company name filter from the list.

  4. Select an appropriate operator in the filter's dropdown menu or use the one selected by default. For example, select Contains.

  5. In the free-text field enter the full name of the relevant company, or part of their name, as search criteria. For example, enter Balistreri.

  6. Finally, select Search. Results containing the specified name display.

    To view a count of a specific position, for example, Director by country.

    To view the count of a position for a specific region, for example, to run a report on the number of Directors in the United States:

    • Select Domicile filter, then Is equal to operator, then enter United States as search criteria in the free-text field .

    • Next, select Appointed as filer, then Is equal to operator, then enter Director as search criteria in the free text field.

    • When finished, select Search.