How to filter the stakeholder ledger
You can filter the stakeholder ledger by Relationship, Cost center, Holdings, Tax Advisory eligibility, Notices, Address, and Date created, as well as create and save custom views.
The available filter selections are:
Relationship
Ex-Employee
Employee
Investor
Officer
None entered
Holdings
Has holdings
No holdings
Vesting
Actively vesting
Vesting ends in
Vesting ended
No vesting
Tax Advisory Eligibility
Eligible
Eligible - Add stakeholder address
Eligible - Invitation sent, pending acceptance
Ineligible - Not an employee
Ineligible - Not imported
Notices
Duplicate employee IDs
Pending termination
Complete
Incomplete
Address
By Country USA
None entered
In the Columns dropdown, you can select which fields display on the ledger page by checking the corresponding box(es).