With all Entity information centralized in Unity Entity Management, the Reports feature can be used to summarize that data, across multiple Entities all in one Report.
Every organization may enter their data a little differently, so Reports allow every user of Unity Entity Management to create Reports that will meet their own unique needs.
Need a list of all the Entities in a Specific jurisdiction? Reports have you covered!
Want to see all the Registrations that haven't been filed in over a year? No problem!
How about a list of all the Directors and Officers for a group of Entities? We got you!
Anatomy of a Report
Click on the Reports icon on the menu bar on the left to open the Reports feature.
Saved Reports
- All Saved Reports will appear in the panel on the left
- This panel is collapsable, click the <- arrow in the top right corner of the panel
- If no report is selected, the right side will appear blank to create a new report
- Click to select any Report and the details will appear on the right
- You can adjust the filters of any saved Reports to refresh the data required
- Click Run Report to generate results at the bottom of the screen
Types of Reports
- The Type of Report is in the bar across the top of the page
- The Type of Report will impact what data is available to Filter or appear in the Results
- Data stored in Entity Details and Compliance are available on every Report Type
- Every other Report Type will add the data related to the Report Type
- For example, the Affiliations Report can access data that is stored in Entity Details, Compliance, and Affiliations
Data Filters
- The Data Filters will appear below the title of the Report
- Data Filters are used to specify which Entities should appear in the Results
- For example, the results will include all Entities, so use Filters to specify the File Status of Confirmed or Pending to see only active records
Report Results
- The Report Results will appear at the bottom
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- The columns that appear in Results can be edited as needed to show the data required
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#6 - Reports Tutorial video to come.
Or if you prefer a written step-by-step instruction, check out the Create a New Report article.