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Advanced Reporting

Advanced Reporting gives you access to a suite of prebuilt analytics powered by your registry and platform data. These insights help you understand investor behaviour, performance trends, and communication outcomes.

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Written by Dylan Senthilan
Updated over a week ago

How to access Advanced Reporting

  1. Go to Analyse โ†’ Advanced Reporting.

  2. Select the report you want to explore.

Most dashboards include adjustable parameters such as date ranges.

Reports available

There are a number of reports available so that you can analyse your investor engagement.

Registry analytics

  • Who is driving changes in your share price?

  • How price sensitive is your registry?

  • How has your company performed recently?

  • How do retail investors differ from non-retail?

  • Insights into high net worth investors

  • Day-trading behaviour

  • Is the stock price above or below recent averages?

Marketing analytics

  • Which channels are driving engagement?

  • How hub members respond to your content

  • How email campaigns are performing

Use these dashboards to inform your communication strategy, identify trends, and support board reporting.

If you are unable to find the report that youโ€™re looking for and require a report that is tailor-made to your needs, then contact your Client Success Manager and we can discuss your report requirements.

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