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How can I export a list of shareholders' email addresses?

The "Shareholder Overview" report contains useful information about the shareholders on Capdesk, including a list shareholders' email addresses.


To export the "Shareholder Overview" report,  go to the "Shares" page (under Settings) -> Export button -> Shareholder Overview.

 

If you have your data currently in drafts (not published), ensure you tick "Include drafts?" otherwise the report will be blank. You can also include convertible noteholders or ceased shareholders. The "As of Date" allows you to get the list as it would have looked like at a certain date.

Order a shareholder Overview


Ordering this report will send you an email where you can download the report. 

Report Email


Selecting this should download an excel file, as seen in the example below, the contact emails are found in column 'H':


Shareholder OVerview

If you need further assistance, you can reach out to us by submitting a support ticket here.


Thank you for reading this support article, if you are interested to read other articles that relate to managing your account, please see this page of articles:
https://support.capdesk.com/administrators