Using the Annual View
The Annual View provides a forward-looking overview of filing activity across a rolling 12-month timeline.
This view includes:
- Active filings currently in progress
- Upcoming filings not yet started
- AC-managed filings
- Self-managed filings
Use the Annual View to:
- Plan compliance workload across the year
- Anticipate upcoming filing cycles
- Understand recurring filing distribution
- Prepare operational resources in advance
Think of this as your long-term planning and visibility workspace.
Understanding Annual View
The Annual View helps you understand:
- What filings are coming next
- How filings are distributed throughout the year
- Which filing cycles repeat over time
- Where future workload spikes may occur
Unlike Current Filings, which focuses on active operational work, Annual View is designed primarily for:
- Planning
- Forecasting
- Workload visibility
Time Coverage
Annual View displays filing activity for the next 12 months from the current date.
The timeline automatically includes filings generated from their configured reporting frequency.
Filing Frequency Examples
| Filing Frequency | Timeline behaviour |
|---|---|
| Quarterly Filing | Appears multiple times throughout the year |
| Annual Filing | Appears once within the timeline |
| Monthly Filing | Repeats every month |
This helps visualize recurring compliance obligations across time.
Understanding the Filing List
Each row represents either:
- A currently active filing
- An upcoming filing cycle
Status & Timeline Indicators
Each filing displays indicators showing:
- Current operational status
- Filing start timing
- Submission deadlines
Examples may include:
- In Progress
- Upcoming
- Starts in X Days
- Days Left Until Submission
These indicators help you understand both:
- When work begins
- When submissions are due
Filing Details
Each filing includes important planning information such as:
- Filing name
- Associated entity (IM / Fund)
- Reporting type
- Reporting jurisdiction
- Assigned owner
- Submission due date
This creates a complete operational snapshot for planning and coordination.
Assignee
Displays the person currently responsible for the filing.
If no owner is assigned:
- You can assign a responsible team member directly
Assigning ownership early helps prevent last-minute operational gaps.
Segmentation & View Controls
Annual View includes controls that help separate filing visibility and operational ownership.
Filing Segmentation
Use the segmented controls to switch between:
- All Filings
- AC Managed Filings
- Self-Managed Filings
Useful when separating:
- Work managed by Addition Compliance
- Internally managed compliance activity
Top-Level Filters
General filters are available at the top of the page for faster operational planning.
Using Filters
Filters in Annual View work similarly to those in Current Filings, but are especially useful for long-term planning and reporting visibility.
Available Filters
You can filter filings by:
- Reporting Type
- Reporting Jurisdiction
- Investment Manager
- Engagement Scope
- Submission Due Date
Common Use Cases
Use filters when you want to:
- Plan filings for a specific jurisdiction
- Review workload for a particular IM or entity
- Analyze filings within a date range
- Isolate recurring filing categories
Especially valuable when working with:
- Large filing volumes
- Recurring reporting obligations
- Multi-entity compliance structures
Actions & Detailed Views
Each filing row contains action icons that provide deeper operational visibility.
View Details
Opens a detailed side panel containing:
- Filing metadata
- Reporting frequency
- Submission timelines
- Engagement scope
- Additional operational details
Useful when validating filing configuration or reviewing planning details.
Recent Activities
Displays recent updates and filing activity.
Examples include:
- Workflow movement
- Status updates
- Operational changes
- Filing progress
Helps track filings that are already active or recently updated.
Recommended Workflow
To use Annual View effectively:
-
Review upcoming filings
- Understand what is approaching in the coming weeks and months
-
Analyze filing frequency
- Identify recurring operational workload
-
Assign owners early
- Prevent last-minute filing bottlenecks
-
Apply filters strategically
- Focus on specific entities, regions, or filing types
-
Open filing details when needed
- Validate timelines and operational scope
Annual View is most useful for:
- Compliance planning
- Workload forecasting
- Filing timeline visibility
- Recurring obligation tracking
Next Steps
Now that you understand how to monitor both active and upcoming filing activity, continue to the next guide to learn how to manage independently tracked filing schedules.