To watch an instructional video on how to generate reports, click here
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. Follow the steps below to see and use most reports:
- Click on “View Reports” which is located on the right side panel. This is visible in both the cashflow or wealth areas.
- Once open, a menu opens with most of the reports available for both the Wealth and Cashflow areas.
- Click on the type of report you want and it will open in a new window.
- The period the report covers will be on the top of the second page.
- To print specific reports with custom information or dates, you must filter your wealth or cashflow areas to reflect the desired information. Please see Filtering in Wealth and How do views and filters work in the Cashflow area?