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

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

  • When available, specify the report parameters and select 

  • Finally, select the Download report as PDF button

  • 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. 

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.