It is exciting to have all your Net worth information in one central location ready and waiting to be used and reviewed. Generating Wealth reports is simple and can be done in just a few steps.
To generate Wealth reports:
1. Depending on your portal's configuration, from the Dashboard navigate to 'Reports' OR to 'Financial'>'Reports'.
2. Within the Reports area, click on the 'Wealth' tab. Choose the report you want to run and click 'Preview'
3. The report will open in a new browser window, where you can download and save the report as needed.