Reports
Select the Reports icon in the menu on the left.
On the Reports page, you can generate/download one or more reports (to either PDF or CSV).
Click to view full screen image:
Download Reports
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First, double click on a report or select the View Report icon
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When available, specify the report parameters and select
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Finally, select the Download report as PDF button
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Or, select the Download report as CSV button
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.
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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.
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To add/remove columns, select the Settings icon
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Then, select Columns and (de)select the appropriate columns.
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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.
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First, select the Settings icon
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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).
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To save this new view, select the Settings icon
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Then, select Save View.