To access the reports in the dashboard, follow these steps:
Navigate to the Dashboard.
select the "Report Section."
Click on the "Investment Tab."
Within Report section, you'll encounter both the "Summary Portfolio Report" and the "Detailed Portfolio Report."
To download a PDF file of the report, click on the "Download" icon.
If you wish to share the report via email, click on the "Mail" icon.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article