Portfolio reports
Can I generate reports on entities in our portfolio? Yes – there are a range of reports that portfolio customers can generate about the entities in their portfolio. Just go to {Reports & Subscription management} > Export reports.
What reports can I generate about entities in our portfolio? There are a range of reports you can generate, including applying a date range where applicable
- Portfolio report: An excel report listing all entities you have in your portfolio. This is for account management, so includes information such as package type, subscription start date, package change date, etc. It also includes core high level information about the entities, such as registered address, REA, confirmation and accounts filing dates.
- Employee related securities report: A report on all share transactions that involve a stakeholder who is an employee.
- Dividend report: A report on all dividends recorded as issued in Kudocs by any companies in your Kudocs portfolio (including date range filter).
- Upcoming & overdue filings: A report on all entities that have a confirmation statement or accounts that are due to be filed in the next x weeks. The date range “x” is controlled in the portfolio settings. The report also includes any filings that are overdue.
- Completed filings: A report on all filings that have been submitted to Companies House in a given date range.
- Live process report: A report on all live processes running in Kudocs. i.e. if there is a company that has a confirmation statement out for approval, or a director resolution running, etc.
- Portfolio entity report: A summary report on each of the entities in the portfolio. This includes high level information such as name, number, registered address, key stakeholders and any entity notes.
Can I generate a report on employment related securities for companies in our portfolio? Yes – this is one of our standard reports you can generate.
Can I generate a report on dividends issued for companies in our portfolio? Yes – this is one of our standard reports you can generate, as long as you have recorded the dividends in Kudocs!
Can I generate a report on upcoming and overdue filings for entities in our portfolio? Yes – this is one of our standard reports you can generate. You can control what date range the report covers (ie how far into the future it covers) in the portfolio settings. This can be generated as an ad hoc report at any time (as well as being one of the scheduled reports that Kudocs sends).
Can I generate a report on filings submitted by entities in our portfolio? Yes – this is one of our standard reports you can generate.
Can I generate a report on all live processes running for entities in our portfolio? Yes – this is one of our standard reports you can generate.