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Reporting

The Reporting group of the Console sidebar: the organisation's filing duties and the record of who did what.

The Reporting group holds the organisation's filing duties and the evidence behind them. An obligation is a recurring duty to file a report, Filing calendar lists the periods it creates, and a filing completes one period. Anchor registry, Statements, Daily transactions and Audit trail hold the evidence. Organisation owners draft, publish and approve on these screens, and so do platform administrators, who hold the deployment's platform role and act in every organisation they are a member of, even with the Member role. Holders of some on-chain roles can open the screens too, as each page lists. Statements opens for owners and platform administrators only.

Anchor registry

Read the document anchor registry, check a document against it and anchor a new one.

Filing calendar

Review the organisation's filing periods and each one's urgency.

Filings

Move filings to completion, watch regulator reports, and place legal holds.

Obligations

Draft, publish and disable reporting duties, and switch chain anchoring on or off.

Statements

Generate a wallet statement for a date range and set the statement policy.

Daily transactions

Download chain movements, corporate actions, venue trades and custody for up to 31 days.

Audit trail

Review who acted, in what role, with what outcome, and what people asked the assistant.

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