Reports

How do you create a new report?
A new report can be created by clicking on the 'Create a New Report’ button. The ‘Create a New Report’ button is outlined in red below. The &...
Fri, 20 May, 2016 at 9:12 AM
How do you create a new Continued Suitability Letter?
Following the new ‘Periodic assessment of suitability’ requirements under MiFID II, users can now create a ‘Continued Suitability Letter’. This provides the...
Thu, 21 Dec, 2017 at 11:08 AM
How do you open/edit an existing report?
An existing report can be opened from either the ‘Dashboard’ page or the 'Reports’ page by clicking on the title of the report.   Alter...
Mon, 26 Sep, 2016 at 4:54 PM
How do you create a template from a report?
A template can be created from a report by clicking on the ‘Create Template from this Report’ button. The ‘Create Template from this Report’ button is out...
Thu, 19 May, 2016 at 7:19 PM
How do you delete a report?
A report can be deleted by clicking on the ‘Delete Report’ button. The ‘Delete Report' button is outlined in red below. The ‘Delete Report’ opt...
Thu, 19 May, 2016 at 7:35 PM
How do you reassign a report to another user?
An 'In Progress' report can be reassigned by clicking on the ‘Reassign this Report’ button. The ‘Reassign this Report' butt...
Sat, 8 Apr, 2017 at 2:52 PM
How do you search for a report?
Within the ‘Reports’ page there is a search option located above the reports table. This is outlined in red below. A report can be located by typing...
Thu, 19 May, 2016 at 8:15 PM
How do you rename a report?
A report can be renamed by hovering the mouse over the name of the report; this will prompt a ‘Rename’ button to appear to the right of the report titl...
Mon, 26 Sep, 2016 at 4:59 PM