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Understanding: Reports

Amy Carr
Amy Carr
  • Updated

With all Entity information centralized in Athennian, 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 Athennian 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.

Understanding Reports - Anatomy of a Report.png

 

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
      • The columns that appear in Results can be edited as needed to show the data required

For more information, check out the Reports Tutorial for a deep dive into using Reports.

Or if you prefer a written step-by-step instruction, check out the Create a New Report article.