Reports

Sub-tabs | Description |
|---|---|
Print Filing | A report of all Security Filings created within a specified date range either with the last transmitted data or the current filing data, as maintained inside ONESOURCE ISF. |
Activity Summary Report | A report of all Security Filing activity within a specified date range. This report includes reference information of created Security Filings, their current status, and anticipated Sail Dates for timeliness analysis. |
Import Exception Report | A report that identifies data that was unsuccessfully fed into ONESOURCE ISF. This report will pinpoint any formatting issues with a Security Filing.
important
This report is only available to clients using an interface to load data into ONESOURCE ISF. |
ISF Enterprise Report | A report that displays filing details across all partners the user has access to within a specified date range. This information will be consolidated into a single report. |
Rejection History Report | A report that displays the rejection history of Security Filings within a specified date range. |