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Reports in Inform Direct

Jamie Collett
  • Updated

Inform Direct provides a wide range of reports to help you manage your company records, compliance, and user activity efficiently. Below is a summary of the main report categories, what each report covers, and links to further guidance.

 

1. Accessing Reports

To generate and download reports:

  • Go to the Reports section in Inform Direct.
  • Select the report you wish to generate.
  • Customise the report as needed and download it in your preferred format.
 

For a step-by-step guide, see:
How do I generate reports on Inform Direct?

 

2. Report Categories and Descriptions

A. Invoices

  • Invoices: Provides a list of all invoices generated within your organisation.
 

B. Users

  • Users: Lists all users associated with your organisation’s Inform Direct account.
 

C. Due Dates

  • Due dates: Tracks all important deadlines, including confirmation statements, accounts filing, and more.
  • Confirmation statements due: Shows due dates for confirmation statements.
  • Accounts due: Lists accounts filing due dates.
  • VAT returns due: Shows VAT return due dates.
 

D. Alerts, Notifications, and Activity

  • Alerts and notifications: Lists all outstanding alerts and notifications.
  • Activity: Details submissions and activities performed using Inform Direct.
  • Pending approvals and saved processes: Shows all outstanding approvals and saved processes.
  • Notes: Lists all notes added for your companies.
  • Client portal responses: Tracks responses made via the client portal.
 

E. Company Details

  • Company Details report: This report includes the following for each current company in the organisation's portfolio:

- its company registered number;
- its date of incorporation;
- any previous company names;
- its SIC codes and descriptions for the company's trade classifications;
- its registered office address;
- its registered email address;
- any Single Alternative Inspection Location (SAIL) address;
- its country of registration;
- the type of company it is (eg private limited by shares, PLC, LLP, etc);
- whether it has shares traded on a market;
- its status (eg whether active, in liquidation, etc);
- its accounting category; and
- its workflows.
 

  • Registered office addresses: Lists registered office addresses for your companies.
  • SAIL addresses: Shows Single Alternative Inspection Location addresses.
  • SIC codes: Lists Standard Industrial Classification codes.
 

F. Persons

  • Persons: This report includes for the companies in the organisation's portfolio all of the current:

- officers (directors, secretaries or LLP members); 
- PSCs (persons with significant control); and
- shareholders, option holders and members
 

For each person, the following is included:

- name
- date of birth for individuals
- registered number of corporates
- residential address for individuals
- registered address or principal trading address for corporates
- the person's roles
 

  • Officers: Lists company officers.
  • PSCs: Shows People with Significant Control.
  • Current members: For companies limited by guarantee, lists current members.
  • Identity checks: Status of identity checks for individuals.
  • Personal code due dates: Due dates for sending personal codes to Companies House.
  • Current shareholders: Lists current shareholders.
 

G. Addresses

  • Addresses: Report of all the current addresses used by your companies.
  • Registered office addresses
  • SAIL addresses
  • Service addresses: For officers and PSCs.
  • Residential addresses: For officers, PSCs, and shareholders.
  • Shareholder contact addresses: Includes contact addresses and emails.
 

H. Shares

  • Current shareholders
  • Option holders: Current option holders.
  • Share transactions: All share transactions.
  • Capitalisation table (Cap table): Cap table for each company.
  • Share classes: Lists share classes.
  • Dividends paid: Shows dividends paid.
  • Certificates: Share/membership certificates.
 

I. Mortgages and Charges

  • Mortgages and charges: Details of mortgages and charges.
 

J. Portfolio

  • Portfolio: Snapshot of your current portfolio screen.

 

Looking to download all data for just one company?

For a quick and comprehensive company snapshot: 


(Subscribers Only) Generate a confirmation statement (CS01) approval summary for an up-to-date list of company officers, shareholders, PSCs, and current details at Companies House.

Or download the statutory registers (officers, members, PSCs, etc.) via the Registers section.