Overview
Introducing the Shareholder Report - your comprehensive guide to all share transactions and shareholders recorded in the Shareholders screen. This Excel-based report contains vital information about each shareholder, including their name, beneficial owners, address, transaction dates, types, certificate numbers, amounts paid for shares, and the number of shares held.
Navigation
| From the Main Toolbar, go to Company. |
|
| Select the Company from the list. |
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| Select Shareholders |
Click and select Shareholder Report
The Shareholder report will instantly download and can be opened in Excel.