Client reports and firm-branded PDFs

Set up the report

Use one watchlist for each client or company group. Every external recipient of that report receives the same companies. The team owner can set the firm’s name and logo in Team settings. Source information and a small Generated by CHouse.UK credit remain on the report.

Choose how it is delivered

Open the watchlist’s Monthly reports settings. Email to me is for your own copy. Review before sending is the default for external delivery. Send automatically requires an explicit owner choice. Clients do not need a CHouse.UK account or a paid seat. Members can prepare and preview drafts; only the owner manages external recipients and approves sending.

Review before approval

Check the actual email and PDF preview, recipients, company list, period, sender and reply address. Use Send test to myself to check presentation. The report covers recorded changes, overdue filings and deadlines within the next 30 days, with generation dates and coverage notes. Approval sends the stored version you reviewed; an unapproved draft is not sent.

Quiet months and coverage

Choose whether to skip a quiet month when setting up delivery. Quiet means no recorded changes, overdue filings or upcoming deadlines; missing information is not quiet. Check recording gaps and unknown values before sharing. Large reports may use a secure download. Report generation does not use CSV rows. An internal report subscription remains separate from external client delivery.

Related help

• Create a Business team, invite members and manage seats

  Give each colleague their own login while sharing watchlists, research and a team subscription.

  Teams and integrations

• Change history and recording gaps

  Understand recorded changes, the dates shown and why part of a company’s history may be missing.

  Monitoring