Reports
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
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
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
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
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
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
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
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