Reports & Labels Menus

There are a variety of reports that can be printed from the data management forms.  The following are the Report menus that are available on each form:

  Company Profile

1. Address Labels
2. List of all companies
3. Profile for selected company
4. People associated with selected company

 Personnel

5. Address Labels
6. Profile for selected person
7. List of all personnel
8. List of all personnel by company
9. List of all companies by personnel

  Officers & Directors

10. Officers & directors
11. Officers & directors by officer’s name
12. Stockholders

  Directors Meetings

13. Selected company meetings
14. Selected company meetings by meeting type
15. All company meetings by meeting type
16. Notes for selected meeting
17. All general meetings
18. All annual meetings
19. All special meetings
20. All first meetings

  Shareholder Meetings

21. Selected company meetings
22. Selected company meetings by meeting type
23. All company meetings by meeting type
24. Notes for selected meeting
25. All annual meetings
26. All special meetings
27. All first meetings

  Stockholder Transactions

    Stock Register:

28.  chronological order
29.  Details for selected transaction
30.  For range of dates
31.  Transaction history for one person
    History of all transactions

32.         Organized by buyer

33.         Details for selected transaction

Stockholders:

         Current Shareholders

              34. Details  

              35. Summary  

              36. Shareholders on a given date

    Certificates:

37.  All certificates

38.  Currently active certificates

39.  Surrendered certificates

40.  Certificates held by one person

    Stock Types:

41. For selected company

42. For all companies by company

    Dividends for:

43. Selected company

44. All companies

  Professional Resources

      Accountant:

            45. Accountant profile for selected company

            46. Accountant by company

            47. Companies by accountant

      Attorney:

            48. Attorney profile for selected company

            49. Attorney by company

            50. Companies by attorney

      Banker:

            51. Banker profile for selected company

            52. Banker by company

            53. Companies by banker

      Broker:

            54. Broker profile for selected company

            55. Broker by company

            56. Companies by broker

      Realtor:

            57. Realtor profile for selected company

            58. Realtor by company

            59. Companies by realtor

      Resident Agent

            60. Resident Agent profile for selected co.

            61. Resident agent by company

           62. Companies by resident agent

  Create Documents and Resolutions

63.   All documents alphabetically listed

64.   All documents by Category

  Open Saved Documents & Resolutions

65.  Saved resolutions for selected company

66.  Saved resolutions for all companies
       by company

67.  Saved resolutions for all companies
       by resolution

Avery Label Types

68.   Avery  4144   (33 labels per page)

69.   Avery  4145   (11 labels per page)

70.   Avery  4146     (7 labels per page)

71.   Avery  4160     (4 labels per page)

72.   Avery  4161     (3 labels per page)

73.   Avery 4162    (11 labels per page)

74.   Avery 4163    (11 labels per page)

75.   Avery 4167      (3 labels per page)

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99.   Avery 5165      (1 label   per page)

100.   Avery 5196      (9 labels per page)

101.   Avery 5197    (12 labels per page)

102.   Avery 5198    (12 labels per page)

103.   Avery 5199-F (10 labels per page)

104.   Avery 5199-S (15 labels per page)

105.   Avery 5260    (30 labels per page)

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