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: Postal contact address only – for security reasons this report does not include email addresses.

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.

Frequently Asked Questions

How do I see a list of companies in my portfolio that have recently been incorporated?

Run the Company Details report (see section E above) from Documents & Reports → Reports. It includes the date of incorporation for every current company in your portfolio. The report downloads as an Excel spreadsheet, so once you have it open you can sort or filter by the date of incorporation column to see which companies were incorporated most recently.