Skip to main content

Entities dashboard overview

Updated

Overview 

Navigate to the Entities page under Atlas, in the left-side navigation menu. 

This dashboard centralizes all entities that have been digitally created in Atlas. Use the available filters to locate an entity and click into it to view additional entity data, documents, and the related structure chart. Additionally, you can export entity data directly from this dashboard.

Search and Filters

Use Search and Filters to quickly locate the relevant entities. 

  • Search by entity name 
  • Click Filters to filter results based on: Jurisdiction, Entity Type, Purpose, Strategy, Entity Status, Tags, Fund Affiliation, Formation Date, Director, or Officer and then View Results.

Select Columns to display 

Choose what level of detail to display about your entities on the Entities Dashboard. 

Click Select Columns and select/deselect what's most helpful for your team to see at a glance. 

  • The selected columns will determine what Filters you can apply 
  • Only the selected columns will appear in the entity export when clicking Download 

Add a new Entity

Store and organize entity data digitally in Atlas to create an AI-enabled single source of truth.

Learn how to Add Entities using AI or manually. 

Export Entity data

Atlas is your firm's single source of truth for legal entity data. When you need to export the data, Atlas makes it simple. Export a complete view of your entity records, including entity name, jurisdiction, formation date, registered agent, and officers/directors. Use your export for audits, annual report preparation, internal governance reviews, board reporting, and investor or lender data requests, all without the manual effort of pulling data from multiple sources.

Export filtered entity data

Export filtered entity data that contains all the fields visible in the table on the entities page.

To modify the columns displayed on the Entities dashboard and include all necessary details in the export, click Add Columns and select what's needed (e.g., Directors, Officers, Custom Fields, and more).

  1. In the left-hand navigation, under Atlas, open the Entities page
  2. Click Filters, select applicable options to narrow down results, and click View Results
  3. Click Download to export a filtered summary
  4. Modify/reformat the export and share as needed

Export detailed entity data

Export entity data for all entities in the account and all fields on the entity.

  1. In the left-hand navigation, under Atlas, open the Entities page
  2. Click Export CSV in the top right corner
  3. Select Detailed Entity Data
  4. Modify/reformat the export and share as needed

Related articles

Footer