Reports

On the Reports tab, you can generate, download, or subscribe to one or more reports.

Select the Reports icon in the menu.

Download Reports

• First, double-click on a report or select the View Report icon  .

• When available, specify the report parameters and select the Generate button 

• Finally, select the Download report as PDF button.

   

• Or, select the Download report as CSV button. 

Subscribe to Reports

1. After opening a report, click on the Subscribe button

2. The Subscribe to scheduled delivery modal opens up.

   1. In the Frequency dropdown, choose between Daily, Weekly, or Monthly.

      1. For the Daily frequency, users need to choose the Delivery Time.

      2. For the Weekly frequency, select the Day of the Week and Delivery Time.

      3. If chosen Monthly, choose which type of Monthly Recurrence you want to see, and the Delivery Time.

   2. Pick a Format, either PDF or CSV.

   3. Provide one or more Email Addresses (separated by commas).

   4. Add a Subject.

   5. Write a Message proving more helpful information.

   6. Click on Subscribe.

      

Users can view their Report Subscriptions in the My Subscription tab. They can see, search, and filter through the Report Name, Frequency, Format, Status, and Next Delivery.

For each subscription, users can edit, pause, or cancel the subscription through the icons .

View, Filter & Sort

Each individual report can be viewed on a separate page via the View Report icon .      

Filter/sort the Reports View via the columns. 

Note

Filtering/sorting works the same on all pages. However, for the Custodian Report, you can simply paste a list of custodian names or email addresses in the custodian filter of a Report and all custodians are automatically selected. This saves time compared to manually selecting multiple custodians.

View a short animation of filtering and sorting on this page: Hold Management.

• To add/remove columns, select the Settings icon .

• Then, select Columns and (de)select the appropriate columns.

• Update the Reports View with the Refresh icon .  

Export Reports View

Export the reports listed on this page in a CSV, Excel or PDF file.

• First, select the Settings icon  .

• Then, select Export As... and select the format to which you want to export.

Save View

The Reports View might have been adjusted by filtering, sorting and/or by a specific selection of columns (via Settings > Columns).

• To save this new view, select the Settings icon  .

• Then, select Save View.