How to generate an EPS report

When you are ready to generate an earnings per share report, navigate to the Reports page. 

Once there, scroll down to the Compliance section and search for Earnings per share worksheet

Enter the start and end dates of the fiscal period in which you are reporting the basic and diluted earnings per share, then select Export. When the report is finished generating, you will find it in your Downloads folder. 

Upon downloading the worksheet, you will see an instructions tab. Follow the directions on this tab to see the basic and diluted earnings per share amounts.

Disclaimer: Due to complexities around convertible preferred and convertible debt securities which are largely prevalent in privately held entities, the earnings per share report is only available to our public clients.

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