Exporting a Register of Members (RoM) from the Compliance > Reporting Tab
How to export the Register of Members (RoM)
Overview
Use the Compliance > Reporting tab to export a Register of Members (RoM). Follow the steps below to find and download the RoM file.
Steps
Go to the Compliance section in the main menu.
Select the Reporting tab.
Locate the report labelled 'Shareholders' in the list.
Click the export or download action next to the RoM entry - CSV or PDF.
Troubleshooting
If you don’t see the Compliance or Reporting tabs, check your user permissions or contact an administrator.
If the export button is disabled, try refreshing the page or reloading your browser session.
For large reports, allow a few moments for the export process to complete before downloading.
Need more help?
If you still can’t export the RoM, contact support with your role and the report name so we can assist further.