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Register of Secretaries

How to run a report that produces a register of secretaries for single or multiple entities

Updated over a year ago

A Register of Secretaries is often a mandatory document in many jurisdictions and is used for transparency, regulatory compliance and to provide stakeholders with information about the individuals managing a company.

Gems has a preloaded reporting wizard that allows users to create this document for multiple entities.

Open the search hub and select Reporting- All and type register of directors in the value field then click search.

Click on the description of the relevant report e.g Register of Secretaries United Kingdom.

This link will launch the template wizard "Register of Secretaries". To access this report regularly from a favourites homepage tab, tick the Favourite Report box.

Search for the companies to be included in the report. Tick the boxes next to the names of the companies and click Select Checked. Those companies will now appear under Selected Company panel. To remove a company click Remove button next to the company. Once completed click Next.

Edit each field under the Page Settings as per requirements. Once completed click Next.

Select any available sections to be included in the report by clicking the box next to the section and click Select. This will now sit under the Selected Selections panel. Click Next.

To order the report by particular fields click the box next the field in the "Available Fields" panel and click Select. Once all fields have been moved across to the "Order Report By" panel, click Next.

Finally, select the format for the report to be viewed. E.g Adobe Acrobat (.pdf). Once selected, click Launch Report.

Once report has been launched it will open up to be viewed.

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