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.
You can select a period by selecting the start date and end date, by default its from the beginning of the year to today's date.
You can also select Comment (Customer) and Comment (Partner). This is collected from the Activity log.
Comment can, for example, be used if a reseller wants to write a comment about the performance or analysis. The comment can either be written on the activity log for the customer or reseller. If the reseller writes an activity log it can be selected for all customers that the reseller has.
Example of a comment:
Activity log at the reseller:
