How do I generate reports and documents?

How to generate reports and documents

1. You can generate reports by navigating to the vertical menu and clicking on Reports and documents under Account.

2. You can generate reports in either PDF or Excel form. Tick the box for the report to be generated in your preferred format.

Accessing reports and documents
You can locate reports that have been generated in the past by clicking on Library in the horizontal menu. Any additional reports such as Tax Statements will appear here.
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