ProxyExchange Reporting Module

PROXYEXCHANGE REPORTING MODULE

Tell your stewardship story.

With an easy-to-use library of over 30 report templates from vote history to accounts to board statistics and many more, ProxyExchange Reporting Module allows you to tell your stewardship story. Templates can be customized and then saved, scheduled, and shared.

DOWNLOAD USER GUIDE

The videos below focus on three screens in the reporting module and will cover how to save, schedule or one-time run a report.

MY REPORTS

Learn about cloning and tagging reports.

MY TEMPLATES

Learn about sharing reports with other users.

ISS TEMPLATE LIBRARY

Learn how to schedule a report.

WORKFLOW INNOVATIONS TO ENHANCE THE VOTING EXPERIENCE

Group reports based on key attributes for easy organization and search

Easily share scheduled and saved report templates with team members

EDIT

Report templates can be customized with fields, dates, unique report parameters, and accounts

SCHEDULE

Reports can be set up to run automatically daily, weekly, or monthly, quarterly, & annual

PREVIEW

Preview standard copy of ISS Templates to see available format, datapoint and parameter options

For more information about the ProxyExchange Reporting Module please download the user guide or reach out to your ISS Client Service representative any additional questions.

DOWNLOAD USER GUIDE

Download Guide

Fill out the form to get your free copy via email.

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