Enhance the accuracy of reporting and gain historical insights by filtering records based on specific status changes and date ranges.
Overview
This feature allows users to return a list of Entities or People based on specific status preferences within a defined timeframe. By utilizing these filters, teams can perform month-to-month comparisons and maintain a clear understanding of how the corporate structure has evolved over time (e.g., identifying all records marked as Dissolved in a previous month).
Availability: All customers.
Filter Entities by Status and Date
Navigate to the Reports section
Select Create Report and choose an Entity report type
Enter a name for the report in the Report Name field
Select Add Filter within the Entity Filter Criteria section
Choose Entity Details: File Status (for the top-level management status) or Entity Details: Status (for the detailed legal status) from the dropdown menu
Set the operator to Is
Select the desired status value, such as Active, Dissolved, or Amalgamated
Choose the date parameter: As of Today, As of Specific Date, or Within a Date Range
Use the date or month picker to define the specific timeframe, such as the start and end of a calendar month
Click Apply Filter to generate the list of results matching those specific criteria
Filter People Records by Status
Open a People report within the Reports tool
Select Add Filter to configure the criteria
Choose Person Details: Status to filter by the top-level individual status, or select the specific detail field to filter by sub-statuses like Deceased or Inactive
Define the date range or specific point in time to capture the status of the People records historically
Click Apply Filter to refresh the results
Save and Schedule Status Reports
Review the generated list to ensure the Entities or People match the intended date range
Select Save Report to keep these configurations for future use
Navigate to the Schedule tab within the saved report settings
Configure a recurring schedule to have these monthly views of Active or Dissolved records emailed automatically to the team
Refer to the Schedule Reports article for more details.