How do I generate reports and documents?
- You can generate reports by navigating to the vertical menu and clicking on Reports and documents under Account.
- You can generate reports in either PDF or Excel form. Tick the box for the report to be generated in your preferred format.
How do I generate management reports?
- On the vertical menu, under Business management, click Management reports.
- Under Request a new report, you will be able to generate five different report types from a range of advisers you have permission too.
- Once you have made your selections, simply select Create.
How do I generate a portfolio valuation report in a foreign currency?
- Search for a specific client in the Quick Search function, select Holdings.
- Select the currency under Select source, once chosen you select Generate PDF.
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.