The Custom Reports page allows you to manage your reports from one central place:
- change the frequency
- combine multiple reports into one email
- edit/ remove products/ data points from a report
- download the report directly
MANAGING YOUR REPORTS
Update the scheduled frequency and date to receive the reports, either combining them into one consolidated report, or set to receive reports on different dates.
1. Distribution Frequency - select how often you would like to receive each report - daily, weekly, monthly or quarterly. For weekly and monthly you can select the distribution day/date
2. Combine Report - by default you will receive a separate email for each report created. For those with the same distribution frequency you can click on the box under Combine Report to have them sent as one email.
3. Deleting a report - click on DELETE next to each report to delete them permanently from your scheduled report alerts and click the confirmation in the pop up box
EDITING YOUR REPORTS
Click on EDIT to open a custom report and edit using the pop up box
- add or remove data points included in your report
- add or remove products to your report
- for portfolios you can update the individual reports you receive vie email
DOWNLOADING THE REPORTS
If you require the report out of cycle to your regular frequency or for some reason the email has not arrived (this could be due to the file size breaching your mailbox limits if you have selected to have a number of reports combined) you can DOWNLOAD the report instantly from here
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