Reports

The Reports module allows administrators to generate financial year end reports, a list of current and past directorships, an approvals and meetings statistics report in the same company group, and a list of events within the company.

Section 1: FY Report

1.1 Generate a Financial Year End Report

1. Navigate to Reports Entities Financial Year End Report.
2. Select the Financial Year End Date (e.g., 31 Mar).
3. Click Download Report.

Section 2. Directorship Reports

Track active or historic board appointments across the same company group.

2.1 Generate a Current Directorship Report

1. Navigate to Reports Current Directorship Report.
2. Specify the As At Date.
3. Click Download Report.

2.2 Generate a Past Directorship Report

1. Navigate to Reports Past Directorship Report.
2. Specify the As At Date.
3. Click Download Report.

Section 3: Approvals and Meetings Statistics Report

3.1 Generate Approvals and Meetings Statistics Report

Extract meetings and approvals in the same company group.

1. Navigate to Reports Approvals and Meetings Statistics Report.
2. Select a period.
3. Click Download Report.

Section 4: Events Listing Report

Extract meetings, approvals, and scheduling at the company level.

4.1 Generate Approvals and Meetings Listings Report

1. Navigate to Reports Approvals and Meetings Listings Report.
2. Select a period.
3. Click Download Report.

4.2 Generate a Planning & Scheduling Listings Report

1. Navigate to Reports Planning & Scheduling Listings Report.
2. Select a period.
3. Click Download Report.

If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help.

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