Company Report

Everything Orbit holds for one company — filings, annual and quarterly reports, earnings call transcripts, your own uploads — in one list you can narrow by date and by document library.

Opening the page

Open the company you want, the same way you would for Company News.
Find the reports card. It opens on Filing Reports, and has Earnings Call Transcript beside it — a company regulated by a financial authority gets Regulation Reports instead. Each tab lists up to five documents. Choose View All.
Where a tab holds more than five documents it also shows More. That button opens the same page already narrowed to the tab you were reading, which is the quicker way in when you only want one kind of document.

The address carries the company and the filter

Both View All and More build an encrypted query into the address, and the page reads the company and the pre-set library filter out of it. A /company-report address without that query has nothing to decrypt, and the page comes up empty rather than asking you which company you meant. So don't keep the URL and drop the query — go back to the company and click through again.

The Company Report page for Apple: the company header, a row holding a Time pill reading Last 1 Year and a Knowledge Base pill, then a table with Document, Date, Type and Action columns — the Type cells carry shaded labels and the Action cells a small icon — and a total with pagination underneath. — Opened from **View All**, the list covers every library Orbit holds for the company; the **Knowledge Base** pill is the only place that says so.

Filtering the list

Both controls sit in the row above the table, and both act as soon as you confirm them — the list runs again and returns to its first page.

Time

Time holds the range of dates the documents were published in, and opens on the last 1 year. The shortcuts down the side of the panel — last 7 days, last 1 month, last 3 month, last 6 month, last 1 year — fill both ends for you. Otherwise pick a start and an end across the two months on show, move between months with the arrows, and press OK.

One year is the limit

The panel says so itself: the maximum range is one year. Once one end is picked, dates more than a year from it are greyed out, and no date after today can be picked at all. Documents older than the range you can name are still in the table's total — you just cannot ask for them in one go.

Knowledge Base

Knowledge Base chooses which document types the list is drawn from. The dialog is in two halves. On the left, one block per library, headed by the library's name and the number of its document types you are currently searching, with an Only link that ticks everything in that block; under the heading, one entry per group inside the library. On the right, a search box, a button that runs it — Search & Check, or plain Search if you pick that from the dropdown beside it — and a checkbox tree of the document types, each node with children carrying its own Only link.

Confirm applies the selection and runs the list again; Cancel leaves the list as it was.

A library must stay ticked

Unticking everything and confirming gets you a warning — Select at least one knowledge base — and no list at all, because the page has nothing left to search. Two libraries are never offered here: Custom and News. Your own uploads are read in PDF Chat and on the company page, and news is what Company News is for.

A company regulated by a financial authority also loses Official Document, since for those companies Orbit files regulation reports instead — which is also why their reports card offers Regulation Reports as its tab.

Columns

The Column Modification popover open over the table: an Apply button beside its title, above four checkboxes — Document, Date, Type and Action — all ticked, with a drag handle at the right of the last three and none beside Document. — **Document** is the fixed first column, so its checkbox is greyed out and it has no drag handle — it can be neither hidden nor moved. Everything below it can be both.

The icon button at the right-hand end of the filter row opens Column Modification. Tick a column to show it, untick it to hide it, and drag the ones you keep into the order you want. Apply redraws the table and closes the popover; there is no Cancel, so the columns stay as you left them either way.

The report table

One table row at full size: a long document title cut off with an ellipsis, the date 2026-09-10, a shaded Type label reading Statement of Beneficial Ownership of Securities, and the Action column. — A single row, shown larger than the full-page picture above because the table's own labels do not survive being scaled down to the width of this column.

Column	What it holds
Document	The document's title. A long one is cut off at the column width; hover it to read the rest.
Date	The date the document was published or filed.
Type	What kind of document it is — a quarterly report, a statement of beneficial ownership, an earnings call transcript.
Action	The two things you can do with the document: View and Chat.

The second row of the table with the pointer resting on the right-hand of its two Action icons, showing a Chat tooltip beneath it, while the left-hand icon is an eye. — Neither action is labelled on the row itself, and the tooltip only appears once the pointer is already on the icon — so the names **View** and **Chat** are worth knowing before you go looking for them.

View opens the document read-only. Chat opens the same document with its question panel ready, so you can start asking about it straight away. Both land on PDF Chat, and neither of them downloads the file — that is the reader's own download button.

Two things in the table change shape depending on the document behind the row:

A document that belongs to more than one type shows the first type and a +n beside it. Hovering the cell lists every type the document is filed under.
Where Orbit holds several documents of the same type for the same date, the two Action icons are replaced by a single count, ×n. Clicking it opens a dropdown naming each document, and picking one opens that document. The icons inside the dropdown carry the same View and Chat meaning as above.

Moving through the list

The count at the bottom left is every document Orbit holds for this company under the filters you have set. 20 are shown at a time; the dropdown beside the count switches that to 50 or 100 and returns you to the first page. Between the arrows are the page numbers.

Opening the page filtered to one kind of document

Company Report opened on the earnings-call filter: four rows, Q3 2026 down to Q4 2025, every Type cell reading Earnings Call Transcript - ECM, and a total of four at the bottom. — Nothing in the row of controls says a filter is in force — the **Time** and **Knowledge Base** pills look exactly as they do on the unfiltered page.

The query in the address can carry a library filter as well as the company, which is what More on the company page uses. Read from the Filing Reports tab it asks for every library except earnings call transcripts; read from the Earnings Call Transcript tab it asks for earnings call transcripts and nothing else.

The Knowledge Base dialog on the same pre-filtered page: the library heading now reads OFFICIAL DOCUMENT with a count of 1, and of its four entries only Earnings Intelligence is ticked. — The count beside a library is how many of its document types are being searched, so it drops to the single type the address asked for — and the dialog is still live, so you can widen the selection from here without losing the company.

Where to go from here

Company News covers what has been written about the company, rather than what the company and its regulators have filed. For reading one of these documents in depth, see PDF Chat.