Participations, shareholders, and partners report

The Participations / Shareholders / Partners report shows the allocation of shares held by participation, shareholders, and partners in the group.

To access the Participations / Shareholders / Partners page, click Reports > Standard Reports > Participations / Shareholders / Partners .

Types of reports

The reports available on this page are:

Shareholders - Financial Rights - This report shows the direct shareholders of the companies in terms of financial rights.
Shareholders - Control Rights - This report shows the direct shareholders of the companies in terms of control rights.
Shareholding - Financial Rights - This report shows a company’s shareholdings in other companies in terms of financial rights.
Shareholding - Control Rights - This report shows a company’s shareholdings in other companies in terms of control rights.

Generate a shareholding report

 Note: By default, the Current and Reference Consolidation Periods are assigned by the application. However, you can change either one by clicking to look for the desired period.

In the Period and Ref Period fields, leave the default consolidation periods, or click in each field to select the consolidation period you want.
Select a report type. See Types of reports.
Optionally, select Show changes only to only show changes in shareholders /shareholding rights on the report.
In the File type field, select the output file type. Options include PDF, XLS, and XLSX.
Click to generate the report. After the report is generated, a download link appears below for you to click and view it in the file type selected.