How to save a report
Entity Management


Lextree allows you to save reports about your legal entities, officers and directors, and compliance obligations.

To save a report, you need to go to the Reports section of Lextree. Select type of report. The entity management report types are: Entities, People & Organizations, and Tasks. Each type has several specific reports. Each report allows for configuration. So that is a lot of possible reports!

![Legal entity reports](1-em-reports-entities.png Legal entity reports)

Filter report

The filter function in Lextree is available across all reports.

Filter legal entity reports. Image by Berkman Solutions.

Take, for example, a report of all corporations incorporated in Delaware in the United States. To create this report, use the Jurisdiction and Form of Organization filters.

Filter legal entities by jurisdiction. Image by Berkman Solutions.

Set Jurisdiction to contains Delaware.

Set Form of Organization to contains Corporation. This filter will show only Delaware Corporations in the entity report.

Select Save Report

Once the report contains the data we want, select Save Report at the end of the Reports menu bar.

Save legal entity report. Image by Berkman Solutions.

Name Report

Lextree prompts you to name the report. Select the Save button to save the report with your unique name.

All of your save reports will appear together, so we recommend naming your reports with a short description.

Some examples for this report:

List of saved legal entity reports. Image by Berkman Solutions.
  • Delaware corporations
  • All Delaware corporations
  • All Delaware corporations where status is either active or inactive

Does the name tell you what the report covers if it appears in a list of reports and it is a year later?

Select Save

Once you have named your report, select the Save button. Lextree will then take you to your list of Saved Reports. Where you can access all of your saved reports.

Legal entity management report. Image by Berkman Solutions.

Saved reports are personal. They are not shared.