Computershare

In this video how to create, duplicate and schedule template reports is explored.

Video – Creating Reports, Duplicating Sample Reports & Scheduling Reports

In this video how to implement formula and use templates is explored in relation to reporting.

Video - Reporting Implementing Formula & Using Word Templates

Build an Advanced Report within the Reporting Module using an existing Saved Search

Use a Saved Search within a Report

Register of Directors

Register of Allotments

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

Register of Secretaries

Run a Reporting Module Report to Reflect a Past Date

Minuting New Appointments

Register of Members

Run a Business Change Report

Guides on how to build Advanced Reports using the GEMS Reporting Module, as well as Assembly reports

Reporting Module

Create a custom design with text, images, and links

CORE 2026

GEMS Academy

GEMS Webinar Schedule

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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