Downloading - Custom Reports

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• Downloading - Merge Reports

  Ensure all dummy data has been entered first Click on List. Under search results, select your dummy client using the tickbox on the left. <insert screenshot> Under the Reports option in the left hand menu click on Merge Reports. Reports & Report ...

• Downloading - Management Reports

  Management Reports Ensure all dummy data has been entered first Click on List. Under search results, select your dummy client using the tickbox on the left. Management report Click on the Management Report option in the left hand side menu and look ...

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• Downloading - Portfolio Reports

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• Portfolio (IPS) - IPS Reports: Portfolio Report Builder

  Portfolio Report Builder Overview The purpose of this guide is to provide instructions on using the Portfolio Report Builder to customise and build IPS reports. Portfolio Report Builder allows the user to amend certain portfolio reports. Access ...

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