Reporting on Annual Compliance

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Learn how to run a report of all entities with filings due in a specific period

To find out which entities have annual reports and annual resolutions to complete in a given month, you may want to produce an annual compliance report. To generate a report, follow these simple steps:

  1. Navigate to the Reports section of your database and select Reports;

  2. Select New and then select + Report - a new window will pop up;

  3. Select anywhere in the grey area where it says Click to Add Entity Filter to pull up the list of filters to narrow your entity search results;

  4. For an annual compliance report, add the Incorporation Month filter and the Jurisdiction filter - by specifying the month of incorporation and registered jurisdictions, Athennian will only pull up entities which meet these criteria;

  5. Select Next to view the list of entities captured by the filters you chose in the previous step;

  6. Click Select all in the top righthand corner to report on all of the entities listed, or navigate through the list and select the entities you wish to report on;

  7. Select Next to view the list of customized report templates available to you;

  8. Select one or multiple reports you would like to generate, and then select Merge;

  9. Once you select Merge, the report will be listed at the top of the list of reports;

  10. Click into the document or hover over the buttons at the far right of the document record to view, modify or download the report.