Custom View Data

Information displayed across the different Report Tabs can be customised allowing funds to be evaluated and compared using specific criteria.

Custom Data Point (previously called Custom Report) allows you to select the key data points you want to view for your selected products. It will save these data points so they show each time you access iRate and go to this section. 

 

1. Once you have selected your products click on 'Product Summary'

2. Click on 'Custom Data Points'

3.Select the data points to display

4. Export the data into Excel, Word and print

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You can also schedule to receive this data as report using Schedule a Report. Learn more about this here...

 

 

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