Shareholder List Report

The Shareholder List Report generates downloadable PDF and Excel reports of all investors and their holdings. Administrators can filter by certificate status, address status, and customize the displayed data using toggle options.

Location

Location

The Page: Shareholder List Report page is located in the Report category in the Item: Primary Sidenavigation menu.

Don’t see the Primary Sidenavigation menu?

See How to Toggle the Primary Sidenavigation menu for more information.

Features: Shareholder List Report

The Section: Shareholder List Report allows you to:

• Configure filter options including certificate and address status

• Customize display options for report content

• Configure Excel-only settings for additional data

• Sort report data by name or total shares

• Download reports in PDF or Excel format

Report Configuration

The Section: Shareholder List Report homepage provides a configuration interface for generating shareholder reports:

Shareholder List Report Homepage

The page is organized into three main configurable areas:

• Filter Section - Configure organization, date, and status filters

• Display Options Section - Toggle data fields to include in the report

• Sorting Section - Set sort field and order

Selecting Organization and Corporation

Before generating the report, select the appropriate organization and corporation:

Sponsor Organization Selection

Date Selection

Use the date picker to select the date range for your report:

Date Selection