NOTE: Your access to 'Reports' will vary based on the portal configuration set by your financial professional.
It is exciting to have your Cashflow and Budget information in one central location ready and waiting to be used and reviewed. Cashflow and Budget reports can be produced in the portal quickly and easily.
To generate Cashflow/Budget reports:
1. Navigate to 'Reports' from the menu on the left of your portal.
2. The Reports area opens. Select your Report type by clicking on the relevant tab: Cashflow or Budget
3. Prior to running the report, ensure you apply a Date range filter.
This allows you specify the range of data included in the report. By default, the date range is set to 'Last 30 Days'
Hint: The 'Custom period ' filter allows you to choose a specific date range for the report.
4. Once the Date range filter has been applied, you are ready to create the report. Click 'Preview'.
5. The report will open in a new browser window where it can be downloaded and saved as necessary.