Monthly/Quarterly Reports#
The Section: Monthly/Quarterly Reports section provides periodic investment reports and analytics.
Overview#
The Section: Monthly/Quarterly Reports section allows you to generate and view investment reports on a monthly or quarterly basis.
Report Types#
Monthly Reports#
Monthly reports provide detailed investment activity for a specific month, including:
New investments
Investment status changes
Monthly performance metrics
Transaction summaries
Quarterly Reports#
Quarterly reports offer broader insights over three-month periods:
Quarterly investment trends
Performance comparisons
Investment distribution analysis
Year-over-year comparisons
Generating Reports#
To Generate a Report:
Navigate to the Navigation Category: Investment category in the Item: Primary Sidenavigation.
Select Section: Monthly/Quarterly from the dropdown menu.
Choose your report type:
Item: Monthly Report
Item: Quarterly Report
Select the time period for your report.
Click Action: Generate Report to create the report.
Tip
Reports can be exported in multiple formats including PDF, Excel, and CSV for further analysis.
Report Features#
Customizable date ranges - Select specific periods for analysis
Export options - Download reports in various formats
Interactive charts - Visual representation of investment data
Detailed breakdowns - Drill down into specific metrics
Note
Historical reports are archived and can be accessed at any time. Report generation may take a few moments for large date ranges.