> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tic.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial report search fields and examples

> Fields and examples for the annual report search collection behind /search-public/reports.

<Badge color="yellow" size="sm">Enterprise+ tier</Badge>

These are the fields of the `reports` search collection behind `/search-public/reports` ([GET](/api-lens/publicsearch/search-swedish-annual-reports-get), [POST](/api-lens/publicsearch/search-swedish-annual-reports-post)). Use them in `query_by`, `filter_by` and `sort_by`. The parameters, plan limits, Pro tier filtering, redacted properties and date handling that apply to every collection are described in [Search](/api-lens/search), and the response schema on the endpoint pages.

Field guides for the other collections:

* [Companies](/api-lens/publicsearch/company-search-fields)
* [Workplaces](/api-lens/publicsearch/workplace-search-fields)
* **Financial reports (you are here)**
* [Bankruptcies](/api-lens/publicsearch/bankruptcy-search-fields)
* [Vehicles](/api-lens/publicsearch/vehicle-search-fields)
* [Properties](/api-lens/publicsearch/property-search-fields)

## Financial reports search

With our search in financial reports you can query (query\_by) based on a number fields listed in the next chapter.

Examples on what you can query on:

* Information entered by the company in the financial report
* Management report
* Footnotes in financial reports
* Audit report
* Audit company
* Software used to produce the annual report
* Software used by the auditor to produce the audit letters
* Comments and notes from the company in the financial report
* Deviations / discrepancies in annual reports

## Fields indexed

The following fields are currently indexed in memory. These can be used in the query\_by parameter.

<Note>
  Some field names follow the local XBRL taxonomy. We index both scanned and digital (iXBRL) reports, and for digital
  reports we keep the field name close to the element name in the taxonomy. This makes it simpler to interpret the
  meaning of the fields and give them metadata.
</Note>

| Field | Type | Description |
| - | - | - |
| companyId | Int32 | Our global internal company identifier |
| companyName | String | The name in the financial report |
| externalId | A id to the actual financial report | |
| registrationNumber | Int64 | The local registration number in Int64 format |
| periodEnd | Int32 | The ending period in YYYYMM for the financial report in In32 |
| ruleset | String | The rulset used e.g K2, K3, K4 according to local law |
| formatDescription | String | Description of the formatting of the financial report |
| caseNumber | Int32 | Case number without year at the company registration office |
| caseYear | Int32 | Year when the case was registered at the company registration office |
| netSalesK | Int32 | Net sales in thousands of the currency in the financial report |
| numberOfEmployees | Int32 | Number of employees if available in the financial report |
| balanceSheetTotalK | Int32 | Balance sheet total in thousands in the financial report |
| otherText | String | Text in reports that cannot be attributed to a specific section will be indexed in this field |
| auditorOtherText | String | Text found in audit reports that cannot be attributed to a specific section will be indexed in this field |
| revisorNamn | String | Name of the auditor |
| revisionsbolag | String | Name of the audit company |
| allmantVerksamheten | String | General about the company as described in the financial report |
| vasentligaHandelserRakenskapsaret | String | Significats events during the period |
| verksamhetenArtInriktning | String | The nature described of the business |
| viktigaForandringarVerksamheten | String | Important changes of the business |
| viktigaExternaFaktorerPaverkatForetagetStallningResultat | String | Important changes that affects the result |
| speciellaOmstandigheterBerorForetaget | String | Certain changes affecting the company |
| uppgiftAgareMerAnTioProcentAndelarRoster | String | Information owners more than 10% of the votes |
| komplementarKommanditbolag | String | Typically used as extra information |
| komplemeOvrigaViktigaForhallandenVasentligaHandelserntarKommanditbolag | String | Typically used as extra information |
| kommentarFlerarsoversikt | String | Comments multi-year overview |
| forandringEgetKapitalKommentar | String | Comments changes in equity |
| avskrivningarMateriellaAnlaggningstillgangarKommentar | String | Comments depreciations |
| andelarKoncernforetagKommentar | String | Comments group relationship |
| dispositionerVinstForlustKommentar | String | Disposition profit or loss |
| foretagetsSate | String | Registered office, sometimes used for free-formatted information |
| eventualForpliktelser | String | Obligations, check below has two different parts |
| uppgiftModerforetag | String | Information about group company |
| harNot | Bool | Has foot notes ? |
| not.eventualForpliktelse | String | Obligations |
| not.langfristigaSkulder | String | Long-term liabilities |
| not.stalldaSakerhete | String | Securities |
| not.tillgangarAvsattningarSkulder | String | Assets / liabilities |
| not.ovrigaMateriellaAnlaggningstillgangar | String | NA |
| not.andelarKoncernforetag | String | NA |
| not.byggnaderMark | String | NA |
| not.inventarierVerktygInstallationer | String | NA |
| not.andelarIntresseforetagGemensamtStyrdaForetag | String | NA |
| not.medelantaletAnstallda | String | NA |
| not.andraLangfristigaFordringar | String | NA |
| not.upplysningModerforetag | String | NA |
| not.andraLangfristigaVardepappersinnehav | String | NA |
| not.vasentligaHandelserRakenskapsaretsSlut | String | NA |
| not.checkrakningskreditKommentar | String | NA |
| harRevisor | bool | NA |
| revisor.pateckningRevisionsberattelseEnligtStandardutformning | String | NA |
| revisor.andraKravLagForfattningAnmarkning | String | NA |
| revisor.ovrigaUpplysningar | String | NA |
| revisor.andraKravLagForfattningRevisorAnsvar | String | NA |
| revisor.grundUttalanden | String | NA |
| revisor.styrelsenVerkstallandeDirektorAnsvar | String | NA |
| revisor.andraKravLagForfattningGrundUttalanden | String | NA |
| revisor.andraKravLagForfattningStyrelseVerkstallandeDirektorAnsvar | String | NA |
| revisor.styrelsenAnsvar | String | NA |
| revisor.andraKravLagForfattningStyrelseAnsvar | String | NA |
| revisor.underskriftRevisionsberattelse | String | NA |
| revisor.uttalanden | String | NA |
| revisor.andraKravLagForfattningUttalanden | String | NA |
| revisor.harPateckningRevisionsberattelseEnligtStandardutformning | String | NA |
| revisor.harAndraKravLagForfattningAnmarkning | String | NA |
| revisor.harGrundUttalanden | String | NA |
| reportSoftwareMetaTag | String | NA |
| reportSoftwareVersionMetaTag | String | NA |
| reportApplicationName | String | NA |
| reportAuditReportHashMetaTag | String | NA |
| reportOriginatorMetaTag | String | NA |
| reportAuditorMetaTag | String | NA |
| auditorSoftwareMetaTag | String | NA |
| auditorSoftwareVersionMetaTag | String | NA |
| auditorApplicationName | String | NA |
| auditorReportHashMetaTag | String | NA |
| auditorOriginatorMetaTag | String | NA |

## Examples

We have put together a few example of how you can use search in financial reports to easy find data.

### Search for financial reports audited by a specific audit company

```bash cURL theme={null}
curl -H "x-api-key: YOUR_API_KEY" \
  "https://lens-api.tic.io/search-public/reports?q=kmpg&query_by=revisionsbolag"
{
    "facet_counts": [],
    "found": 1483,
    "hits": [
        {
            "document": {
                "id": "3559",
                "companyId": 2679149,
                "companyName": "Optopro Solutions AB",
                "externalId": 3559,
                "registrationNumber": 5590955042,
                "periodEnd": 202306,
                "ruleset": "K3",
                "formatDescription": "Årsredovisning med kostnadsslagsindelad resultaträkning och balansräkning",
                "caseNumber": 9003557,
                "caseYear": 2024,
                "netSalesK": 4557,
                "numberOfEmployees": 1,
                "balanceSheetTotalK": 3212,
                "revisionsbolag": "KPMG AB",
                "vasentligaHandelserRakenskapsaret": ....
```

### Search for financial reports produced by a specific Software

```bash cURL theme={null}
curl -H "x-api-key: YOUR_API_KEY" \
  "https://lens-api.tic.io/search-public/reports?q=visma&query_by=reportSoftwareMetaTag"
{
    "facet_counts": [],
    "found": 72749,
    "hits": [
        {
            "document": {
                "id": "93",
                "companyId": 3086937,
                "companyName": "Vimera Medical AB",
                "externalId": 93,
                "registrationNumber": 5591969018,
                "periodEnd": 202303,
                "ruleset": "K2",
                "formatDescription": "Årsredovisning med resultaträkning och balansräkning",
                "caseNumber": 9000113,
                "caseYear": 2024,
                "allmantVerksamheten": "Bolaget som bildades 2019 bedriver ingen egen verksamhet. Bolaget har under året köpt och sålt 75 st aktier i Ortopedi Skåne AB.",
                "reportSoftwareMetaTag": "Visma Bokslut",
                "reportSoftwareVersionMetaTag": "2023.11"...
              },
```

### Search for financial reports with remarks (first)

There are multiple ways to search for remarks. One way is looking at the field: "andraKravLagForfattningAnmarkning".
Second example will show another way.

```bash cURL theme={null}
curl -H "x-api-key: YOUR_API_KEY" \
  "https://lens-api.tic.io/search-public/reports?q=skatt&query_by=revisor.andraKravLagForfattningAnmarkning"
{
    "facet_counts": [],
    "found": 72749,
    "hits": [
        {
            "document": {
                 "id": "710",
                "companyId": 2836374,
                "companyName": "Krokoms Grävtjänst AB",
                "externalId": 710,
                "registrationNumber": 5569903874,
                "periodEnd": 202306,
                "ruleset": "K2",
                "formatDescription": "Årsredovisning med resultaträkning och balansräkning",
                "caseNumber": 9709058,
                "caseYear": 2023,
                ...
                "harRevisor": true,
                "revisor": {
                    "pateckningRevisionsberattelseEnligtStandardutformning": "2023-12-18",
                    "harPateckningRevisionsberattelseEnligtStandardutformning": true,
                    "andraKravLagForfattningAnmarkning": "Vid flera tillfällen under året har avdragen skatt
                    och sociala avgifter betalts för sent. Styrelsen har därmed inte fullgjort sina skyldigheter
                    enligt 8 kap. 4 § aktiebolagslagen. Försummelsen har inte medfört någon skada för bolaget
                    utöver dröjsmålsräntor.",
                    "harAndraKravLagForfattningAnmarkning": true,
              },
```

### Search for financial reports with remarks (second)

There are multiple ways to search for remarks. This example look for words in the "grundUttalanden" containing
the statements from the auditor.

```bash cURL theme={null}
curl -H "x-api-key: YOUR_API_KEY" \
  "https://lens-api.tic.io/search-public/reports?q=felaktigt&query_by=revisor.grundUttalanden"
{
    "facet_counts": [],
    "found": 2,
    "hits": [
        {
            "document": {
                "id": "457991",
                "companyId": 3395567,
                "companyName": "ONE CC AB",
                "externalId": 457991,
                "registrationNumber": 5565856407,
                "periodEnd": 202312,
                "ruleset": "K3",
                "formatDescription": "Årsredovisning med kostnadsslagsindelad resultaträkning och balansräkning",
                "caseNumber": 9517336,
                "caseYear": 2024,
                "netSalesK": 58128,
                "numberOfEmployees": 8,
                "balanceSheetTotalK": 21131,
                  "revisor": {
                    "harPateckningRevisionsberattelseEnligtStandardutformning": false,
                    "andraKravLagForfattningAnmarkning": "Som framgår av min Rapport om årsredovisningen tillstyrker jag inte värdet av
                    fordringar hos koncernföretag. Denna bedömning är av betydelse för styrelsens eventuella ansvar att upprätta en
                    kontrollbalansräkning enligt 25 kap. 13§ Aktiebolagslagen. Någon kontrollbalansräkning har inte upprättats vilket
                    föranleder anmärkning.",
                    "harAndraKravLagForfattningAnmarkning": true,
                    "ovrigaUpplysningar": "Revisionen av årsredovisningen för år 2022 har utförts av en annan revisor vars uppdrag upphörde
                     i förtid och som lämnat en revisionsberättelse daterad 30 juni 2023 med modifierade uttalanden i Rapport om årsredovisningen.
                     Revisorn har avstyrkt att balans och resultaträkningen fastställs.",
                    "grundUttalanden": "Fordringar hos koncernföretag avser fordringar på spanska dotterbolaget och
                    har upptagits till 16 128 865 kr. Några revisionsbevis som styrker betalningsförmågan hos dotterbolaget har inte erhållits
                    och felaktig­heten är väsentlig för årsredovisningen som helhet. Till följd av detta kan jag inte tillstyrka värdet av
                    fordringar hos koncernföretag.",
                    "harGrundUttalanden": true...
                "reportSoftwareMetaTag": "Wolters Kluwer Bokslut",
                "reportSoftwareVersionMetaTag": "2024.1.2"...
```


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