How do I generate reports?

It is exciting to have all your information in one central location ready and waiting to be used and reviewed. Reports can be produced in the portal quickly and easily.

To generate reports: 

1. Click on “Reports” from the navigation menu. 
   
   
   
   
   
2. In the Reports area, select the type of report you would like to run: Wealth, Cashflow or Budget.
   
   
   Note: Cashflow and Budget reports can be filtered by Date range.
   The 'Custom period' filter will allow you to choose the exact date range of the report. 
   
    
   
   
3. Once you have selected the report type (and date range if applicable), click on the button under the 'Action' column.
   
   
   
4. The report will open in a new browser window, where you can download the report.