Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Now you can put together reports for your end customers. We have added a tab on the account overview in Admin and Partner where you can create reports, that contains summary, performance chart, holdings, comments, etc. The report collects information from different parts of the system and put them together in a report. The report can easily be printed out.

...

Navigate to the tab Account Report on the Account Overview.