Rapportr is the first fully integrated compliance reporting engine. It utilises high-quality company-wide operational data from our Shareholding Disclosure service and is designed to take the sting out of BI reporting. High-production-value reports can be shared with operational teams, CCOs, and executives alike.

Rapportr currently houses two reports:

As the name suggests, this screen contains data on disclosures that have been triggered in the system, including disclosures that have been unactioned, rejected, or filed. This data can be viewed in various reports. We currently have three different types of views: Chart View, Table View, and Map View.

The Report Settings panel generates a report of your choice, which you can use to filter for various things. If you need to provide the executive top management board of directors and other big swinging ones with the number of disclosures filed over the last quarter, you can adjust the relevant date range accordingly.

The level within the corporate structure can be chosen at the desired level. For instance, you could see the top-level company view, or only a subset of the group.

Furthermore, the status of the disclosure alerts can be filtered. This can be used to select the results based on the desired information. For example, if the Head of Compliance only wants to see all the outstanding disclosures that are yet to be filed, the Open mode will provide this information easily. If you want to get an overview of all the hard work you have done in a certain time period, the Filed option can be chosen. Or of course a combination of everything.

This report does what it says on the tin. It displays the top holdings across all issuers, regardless of the rules they trigger and anything shareholding disclosure compliance related in theory. The report comes in two separate views:

This is a great way to see the distribution of holdings relative to each other. Hovering over the chart provides further detail about the issuer in this context.

The table view shows all the background data, basically the information used to generate the chart. This report shows the top holdings in companies based on Market Value and Percentage of Shares Outstanding.

This is a great way of seeing the concentration of holdings, which is relevant for many other functions outside of compliance, such as risk management. Also, with this view, it is easy to see how much is held in a specific issuer relative to other issuers. The table is just the data behind the chart view, which might be the preferred view of some and is good to have if exact numbers are required.

You can share any report you make with other users, colleagues, or teams by typing their email addresses into the Share Report function at the top right corner.

This will create an email you can send with a link to your generated report so they can easily access the same information.