How do I produce wealth reports?

Once all of your wealth items are recorded, you can produce reports to reflect the information added.

To generate a Wealth report: 

1. 1. Click on “Reports” from the navigation menu. 
      
      
      
      
   2. In the Reports area, select 'Wealth' and choose between four Wealth reports:
      
      
      
      • Entity Report -Assets and liabilities with associated ownership
      • Investment/lifestyle report - Investment/lifestyle property growth and cashflow report
      • Wealth Report - Total asset and liabilities report, net worth breakdown and net worth history
      • Wealth Summary - Current assets and liabilities summary
   3. To run the report, click on the button under the 'Action' column.
      
      
      
      
   4. The report will open in a new window in your web browser. You can download the report by clicking ‘Download report’