Run a report
Generate a report across your portfolio, such as an entity list or a statutory register, and download it.
Screenshots are retaken from IQ Entities on every release. Updated 14 October 2026.
Reports answer the questions that come back every quarter: every entity under management with its status, the companies in each jurisdiction, the gaps in the data. Each is generated from the records as they stand when you run it, so a report run today is the one to send today.
Choose a report
Click Reports in the sidebar. Reports are grouped by subject.
Search for a report by name, or choose a country under All jurisdictions to see the statutory reports that apply there.
Click the report you need.
Set it up and run it
Choose the Parameters the report offers, such as the Scope (the whole portfolio, or one company and its group), the Jurisdiction or the Status.
Choose the Format, such as Excel or PDF. Columns lists what the report will hold.
Click Generate report.
Download it
The report appears under Recent reports, generating, then marked Ready.
Click Download.
Tips from practice
- Scope a report to the parent company when the request is about one group, not the whole portfolio.
- The pin button beside Download saves the report with its settings under a name, so you can run it again from Custom reports next quarter.
- The audit trail is a report too, under Audit & activity, with its own filters. See Export the audit trail.