Portal - General Reports
There are specific summaries and reports that are available (that the investor can refer to), as a means of checking relevant information based on a given time frame.
1. On the portal, select the General Reports option under the Reports menu:
2. This will redirect you to the General Reports page with a list of all available reports that the investor can access:
3. Summary Reports
When the Investor Account Summary report is selected, this will open a dialog box with the fields for a end date (in dd-mm-yyyy format) with the option to view and download the report in a PDF document or CSV spreadsheet NOTE: if the PDF view is selected, it will display the report to the screen while the CSV option will download the spreadsheet to your computer:
If the 
button is selected, it will exit out of the Investor Account Summary screen and return to the main General Reports screen.
button is selected, it will exit out of the Investor Account Summary screen and return to the main General Reports screen.
If the 
button is selected, it will then open an Investor Account Summary dialog box:
button is selected, it will then open an Investor Account Summary dialog box:
When the 
button is selected, (and depending if PDF or CSV was selected), it will show the results e.g. a sample of the output in the selected format is displayed below:
button is selected, (and depending if PDF or CSV was selected), it will show the results e.g. a sample of the output in the selected format is displayed below:
PDF:
CSV:
4. When the Investor Transaction Summary report is selected, this will open a dialog box with the fields for a Start and End Date (in dd-mm-yyyy format) with again the option to view and download the report in a PDF document or CSV spreadsheet:
If the button is selected, it will exit out of the Investor Transaction Summary screen and return to the main General Reports screen.
button is selected, it will exit out of the Investor Transaction Summary screen and return to the main General Reports screen.
If the button is selected, it will then open an Investor Transaction Summary dialog box:
button is selected, it will then open an Investor Transaction Summary dialog box:
When the button is selected, (and depending if PDF or CSV was selected), it will show the results e.g. a sample of the output in the selected format is displayed below:
button is selected, (and depending if PDF or CSV was selected), it will show the results e.g. a sample of the output in the selected format is displayed below:
PDF:
CSV:
5. Portfolio Reports
When the Investor Portfolio Detail report is selected, this will open a dialog box with the fields for an End Date (in dd-mm-yyyy format) with again the option to view and download the report in a PDF document or CSV spreadsheet:
If the button is selected, it will exit out of the Investor Transaction Summary screen and return to the main General Reports screen.
button is selected, it will exit out of the Investor Transaction Summary screen and return to the main General Reports screen.
If the button is selected, it will then open an Investor Portfolio Detail dialog box:
button is selected, it will then open an Investor Portfolio Detail dialog box:
When the button is selected, (and depending if PDF or CSV was selected), it will show the results e.g. a sample of the output in the PDF format is displayed below.
button is selected, (and depending if PDF or CSV was selected), it will show the results e.g. a sample of the output in the PDF format is displayed below.PDF:
6. Investor Payments Reports
When the Investor Payment Summary report is selected, this will open a dialog box with the fields for a Start and End Date (in dd-mm-yyyy format) with again the option to view and download the report in a PDF document or CSV spreadsheet:
If the button is selected, it will exit out of the Investor Transaction Summary screen and return to the main General Reports screen.
button is selected, it will exit out of the Investor Transaction Summary screen and return to the main General Reports screen.
If the button is selected, it will then open an Investor Payment Summary dialog box:
button is selected, it will then open an Investor Payment Summary dialog box:
When the button is selected, (and depending if PDF or CSV was selected), it will show the relevant results.
button is selected, (and depending if PDF or CSV was selected), it will show the relevant results.Related Articles
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