Filter Options

Filter the Shareholder List Report by Item: Certificate Status and Item: Address Status to focus on specific shareholder records.

Filter Section Overview

The Filter section contains organization selection and filtering options:

Filter Section Location

Certificate Status

Select from the following certificate status options:

Certificate Status Filter Dropdown

• Status: Outstanding - Displays shareholders with active, outstanding share certificates.

• Status: Outstanding & Canceled - Displays shareholders with both outstanding and canceled certificates.

• Status: Canceled - Displays shareholders with only canceled certificates.

Address Status

Select from the following address status options:

Address Status Filter Dropdown

• Status: Good & Bad Addresses - Displays all shareholders regardless of address validation status.

• Status: Good Addresses - Displays only shareholders with validated addresses.

• Status: Bad Addresses - Displays only shareholders with invalid or unverified addresses.