Introduction | Producing a report 1 | Producing a report 2 | Producing a report 3 | Using the report online 1 | Using the report online 2 | Downloading the report | How to produce your Transactions Report
Click on Holdings, Income or Accruals from the toolbar.
Select from the Portfolio, Date and View as required. Then click Go.
Select the portfolio name prefixed with a P to run a data report. Portfolio names prefixed with F do not show data.
