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How to generate an Interest Register Report

A step-by-step guide on how to generate an interest register report.

Written by Harper Tang

A conflict of interest is any situation in which a charity trustee's interest or loyalties could, or could be seen to, prevent the charity trustee from deciding the best appeal of the charity.


  • Click on "Reports" in your dashboard.

  • Click on pointing down caret next to everyone.

  • You can select all, one, or more people's interests of your choice.

  • OR, you can search in the "Search Bar" by the name of the "User."

  • Navigate over to the "Generate pdf" and click on it.

  • Now you have received the "Interest Register Report" in your email.

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