Hi @AlexanderDB,
Nice case!
The thing that I would do, is to create an additional reconciliation template that can then be used for all kinds of queries. Because the amount of shareholders, can be accessed in any template by doing this:
{{ period.shareholders.count }}
but you cannot access that directly in Insights. So a workaround is needed, where you create a specific template (or add the code in another template, as what we’ll do is in the background anyway so no user will ever notice it), and then take that value into a result-tag:
{% comment %}value shareholders needed for SF INSIGHTS{% endcomment %}
{% result 'amount_shareholders' period.shareholders.count %}
That way, you can access that result tag with the filter “Reconciliation data”.
Let me know if it works out. Nice case 