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Reporting

Eliminate manual data collection and automate your reporting.

Pivot from manual data collection to automated reporting across your organization and entities. With several reporting capabilities to choose from, you can quickly generate reports for internal analysis or stakeholder and investor reporting.
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Entity-Specific Reporting

Generate personal or stakeholder reports for your entities and organizational charts. By using a picklist of entity information to populate each report, you have absolute control over what information is included, ensuring sensitive details don’t end up in the wrong hands.
  • Minimize human errors and create back-office efficiencies with automated reporting .
  • Configure information in each report, such as sensitive details, based on the recipient.
  • Accurately generate a report for all your entities to perform an organizational audit.

Notifications & Tasks Reporting

Ensuring notifications and tasks are properly assigned to your team is essential to maintaining compliance across all your entities. With EntityKeeper, you can quickly generate a report detailing this information, enabling you to identify any gaps or overlapping initiatives.
  • Ensure all recurring tasks are accounted for across your entities and jurisdictions.
  • Analyze team member bandwidth based on assigned notifications and tasks.
  • Identify optimal notification and task cadences and replicate for future initiatives.

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Join other industry-leading organizations in transforming their back-office processes and workflows to drive business effectiveness.

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Simplifying Entity Data.

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