This guide shows the new version of the shareholder report (see the guide for the current version here). The feature is in BETA, is still under development, and includes an updated design as well as extended options for customising the report. We welcome your feedback, please contact us at [email protected] if you would like to try it out or share your thoughts.
This feature requires a Starter or Pro subscription.
If you want to download a shareholder report (cap table), you can do this from two places: either from the Shareholders page or from Reports.
On the Shareholders page, you can download the report as PDF, Excel, or CSV.
Under Reports, you can generate a dynamic shareholder report in Excel, which can be customised by selecting which values you want to include under each category.
In this guide we go through how to download the report as PDF or Excel from the Shareholders page.
Go to Shareholders in the left-hand menu. Above the table, you can filter and adjust the content in the view. These settings only affect how the information is displayed within the system. Click Download to configure the report and choose how it should be generated. Select the desired format: PDF, Excel, or CSV.
Shareholder report as PDF
The PDF format is the most flexible option and allows you to customise the report’s layout, language, and content before downloading.
Choose layout
The first option is to choose how the report should be presented, either in portrait or landscape format.
Include company logo
You can choose to include the company’s logo in the report. Enter the company’s domain, and the logo will be automatically fetched from the website.
Once the logo has been retrieved, a preview will be displayed. You can always toggle whether the logo should be included in the report.
If you want to change which logo is used, this needs to be done in the company settings. Go to Settings in the left-hand menu, select the Company settings tab, click Edit, and update the domain the logo should be fetched from. At the moment, it is not possible to upload a logo as a file.
Choose language
Select whether you want the report to be generated in Swedish or English.
Choose date
You can select a historical date to generate a report showing the shareholder distribution at a specific point in time. It is also possible to select a future date. In that case, the report is generated based on today’s data.
Customise content
Choose whether the report should include all columns or if you want to make a custom selection.
If you choose to customise the content, select which columns should be included in the report. This makes it easy to exclude sensitive information, such as personal identity numbers or email addresses.
Generate the report
When you are done with your selections and want to generate the report, click Create PDF.
Shareholder report as Excel
When downloading the shareholder report in Excel format, you can select a date and customize which columns should be included in the report.
If you do not want to include all columns, select Custom and deselect the columns you want to exclude.
When you are done, click Create Excel to generate the report.