Vistra Digital's Reports give you multiple export options to download platform data for reporting, auditing, and offline review. Each report is tailored to a specific area of the platform and adheres to access permissions, so users only access information they are authorised to view.
💡 Key Takeaway: Export entity, compliance, and service request data to Excel — with your applied filters respected — for offline analysis, auditing, and reporting.
Available Reports
📊 Legal Entity Export
Location: Main > Legal Entities > Export
The Legal Entity Export provides a comprehensive summary of your legal entities and related records, including individuals, directors, shareholders, and entity relationships.
Sheet | Contents |
Entities | Entity name, jurisdiction, company type, registration number, incorporation date, status, addresses, and other key entity details |
Individuals | Individuals linked to your entities, including relevant personal details |
Director Trx | Director appointments, resignations, and transaction history |
Shareholder Trx | Shareholder transactions and ownership changes |
Relations | Entity-to-entity relationships, such as parent, subsidiary, or group structures |
Filters applied:
The export respects the filters currently applied in the Legal Entities view, such as jurisdiction, entity type, status, relationship manager, and other available filters.
📅 Filings Report
Location: Main > Calendar > Export Events
The Filings Report exports compliance events and filing obligations for your selected entities and date range. Because these exports can be large, the report is generated in the background and sent to you by email with a secure download link once it is ready (the link is valid for 24 hours).
Sheet | Contents |
Compliance Events | Organisation, legal entity name, jurisdiction, entity type, relationship manager, file handler, filing type, filing sub-type, event name, frequency, description, due date, status, and source |
Summary View | Events grouped by jurisdiction and status (Scheduled, Overdue, Completed) |
Status types:
Scheduled — Upcoming filing that is not yet due
Overdue — Filing past its due date and requiring action
Completed — Filing has been submitted or completed
Filters applied:
Events included reflect the entities and date range you select in the export window.
🔧 Service Request Export
Location: Main > Service Tracker > Export List
The Service Request Export allows you to download service request details, milestone tracking, and remarks history.
Sheet | Contents |
Service Request Details | Organisation, entity, jurisdiction, request ID, service type, description, status, current milestone, created by, assigned to, milestone progress, due dates, and completion dates |
Service Request Remarks | Request ID, entity name, remark date, created user, remarks, and uploaded document details |
Status types:
Pending Vistra action — Awaiting action from the Vistra team
Pending Client action — Awaiting your input or response
Completed — Request has been fulfilled
Filters applied:
The export respects your current Service Tracker panel selection, such as pending, completed, or all requests, together with any additional filters applied.
How to Export
Legal Entity Export
Go to Main > Legal Entities.
Apply any filters you need, such as jurisdiction, entity type, or status.
Click Export.
The Excel file will download to your device.
Filings Report
Go to Main > Calendar.
Click Export (next to "Create an event"). The "Export events to Excel" window opens.
Select the entities to include (grouped by jurisdiction).
Choose a start and end date for the events.
Click Export. A confirmation appears: you will receive an email with a download link once the report is ready.
Service Request Export
Go to Main > Service Tracker.
Select the panel view you need, such as Pending, Completed, or All.
Apply any additional filters.
Click Export to Excel.
The Excel file will download with the Service Request Details and Service Request Remarks sheets.
User Benefits
🎯 Accuracy: Exported data comes directly from Vistra Digital, helping ensure consistency with the records shown on screen.
⏩ Efficiency: Download structured Excel reports without manually copying data from the platform.
🔒 Security: Exports follow your organisation and entity-level access permissions.
📊 Transparency: Use exported data in Excel for custom reporting, pivot tables, reconciliation, or internal analysis.
📋 Audit Support: Exported reports help teams review entity, compliance, and service activity in a structured format.
Use Cases
✅ For Compliance Teams:
Export the Filings Report to monitor upcoming deadlines, overdue filings, and completed submissions across entities.
✅ For Finance Teams:
Export Legal Entity data to reconcile entity records with internal finance or reporting systems.
✅ For Operations Teams:
Export Service Request data to review request progress, milestone completion, and turnaround times.
✅ For Auditors:
Export entity, director, shareholder, and relationship data to support due diligence and audit reviews.
FAQs
What file format are the exports provided in?
All exports are provided in Excel .xlsx format, with data organised into separate sheets where applicable.
Do exports include all entities or only the filtered view?
Exports respect your current filters. For example, if you filter the Legal Entities view to show only Singapore entities, the export will only include those filtered results. To export all available records, clear the filters before exporting.
Can I export data that I do not have permission to view?
No. Exports follow the same access rules as the platform. You can only export data that you are authorised to view.
Is there a limit to how much data I can export?
There is no fixed limit. Very large exports may take longer to generate, and reports such as the Filings Report are sent by email once ready. For high volumes of records, you may wish to apply filters and export in batches.
Are exports tracked?
Yes. All export actions are recorded in the audit trail, including the user, timestamp, and report type, supporting compliance and accountability.
Can I schedule automatic exports?
Scheduled exports are not currently available. Reports must be exported manually from the relevant section of the platform.
Summary
Vistra Digital’s export features give users a simple way to download entity, compliance, and service request data for offline analysis. Whether you are preparing board reports, tracking filing deadlines, reviewing service progress, or supporting an audit, the export options help you access structured data quickly and securely.
📩 Need help?
Reach out to your Vistra representative or submit a support request if you have questions about exporting reports