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.