Objectifs
- Générer des rapports relatifs aux entreprises
Etapes
Avec LEXZUR, dans chaque module vous avez plusieurs rapports prédéfinis .
Le module Rapports est accessible en cliquant sur Rapports → Tous les rapports dans le menu principal.
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Actions de l'entreprise par date :
Le rapport Actions de l'entreprise par date demande à l'utilisateur de sélectionner l'entreprise en question.
Une fois la société sélectionnée, le rapport affiche l'historique des actions et le statut actuel de la société sélectionnée.
il s'agit la liste des transferts ainsi que les informations correspondantes. Il affiche également un résumé des actionnaires actuels.
- Les utilisateurs peuvent filtrer les informations relatives à un seul actionnaire en utilisant le filtre « Afficher les mouvements pour ».
- La roue des actions permet d'éditer les données erronées.
- La roue d'action en haut à droite permet d'exporter les données vers Excel ou Word.
Actions des sociétés par actionnaire :
Le rapport Actions d'entreprises par actionnaire demande à l'utilisateur de choisir l'entreprise en question.
Une fois la société choisie, le rapport affiche l'historique des mouvements d'actions.
This report shows the Shares Movement History along with the related information.
- It also displays a summary of the current Shareholders.
- Users can filter out the information of only one Shareholder using the "Show Movements for" filter.
- Using the action wheel on the top right, you can export to Excel or Word.
Company Shareholder Votes:
Company Shareholder Votes report requests the user to choose the Company in question.
Once the Company is chosen, the Report will display the Number of Votes by the Shareholder.
The report shows the number of votes before and after the number of configured years. This report highly depends on the user configuration.
Company Shareholder Tree View:
Company Shareholders Tree View report requests the user to choose the Company in question.
Once the Company is chosen, the Report will display the Shares of the Company in a tree view format.
The tree can be expanded and collapsed as desired. Upon hover, over the values, the system will give you the precise number.
Shareholders Finder:
Shareholder Finder report requests the user to choose the type of the Shareholder in question. It can be a Company or a Person. All you have to do is to insert the name of the Shareholder.
This report will show all the companies where this Company/Contact is a Shareholder.
Board Member Finder:
Board Member Finder report requests the user to choose the type of the Board Member in question. It can be a Company or a Person. All you have to do is to insert the Name of the Board Member.
This report will show all the companies where this Company/Contact is a Board Member in.
Companies per Licenses & Waivers expiry dates:
This report will centralize all the expiry dates of Companies. The report will display the Company ID, Company Name, Company Legal Type, Company Type, released on, Expires On, Nationality of the Company, reference number, the user to be reminded, etc.
Companies Assets:
This report will centralize all the assets of Companies.
The report will display the Company, the name of the asset, the type, the reference number, and a description of the asset.
Company Related Objects:
Company-related objects report requests the user to choose the name of the company.
This report will give all the related litigation cases, corporate matters, and contracts with their statuses, practice areas, assignee, internal reference number, the requested by and the arrival and closed on date.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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