The Athennian reporting tool is used to generate reports that capture data from entities across the database, and generating a report is as easy as following these simple steps:

  1. Navigate to the Reports section and click +New and then Report;
  2. In the Reporting window that pops up, select Click to Add Entity Filter - this will pull up a list of all of the filters you can choose from to narrow your search to only the entities you would like to report on;
  3. Select a filter and customize it as required; - note: filters can be stacked to create any combination of criteria to narrow down the entities you would like to extract data from;
  4. You will note that the Entity Status filter is set by default to filter through all of the Active entities - to remove this filter, simply click on the X next to the filter;
  5. Select Next to move on to the next window;
  6. In the Select Entities window, check off the entities you would like to report on, or click Select All to select all of the entities listed at once, and then click Next;
  7. In the Supporting Documents window, select the template of the report you would like to generate for the list of entities you've just selected in the previous window - note: all data is extracted based on the coding and formatting setup in each of the templates;
  8. Select Merge to generate the report and then view the document by simply click on it!

When generating a report, you will notice a field that says Exclude Data with the following three options in its drop down list: Principals, Share Classes and Shareholders. An example of when to use this would be if you are generating an Annual Compliance Report where you do not require any information regarding Principals, Share Classes or Shareholdings. If you check off all three of these as Excluded Data, this will allow Athennian to produce the report up to 5x faster! 🚀

Did this answer your question?