The Reporting Module is a powerful tool designed to provide comprehensive reports on specific investment products, investor data, and investment activities. This module allows users to generate detailed insights and analysis, facilitating informed decision-making and oversight. Access to the Reporting Module is exclusive to issuers, agents, and administrators, ensuring that only authorized personnel can view and manage critical investment information.

Permission Types: #

For Issuers:

Issuers can utilize the reporting module to generate reports on their designated investment products.

For Agents:

Agents can use the reporting module to generate reports on specific investors, limited exclusively to the investments of their assigned clients.

For Admins:

Administrators have the ability to use the reporting module to generate system-wide reports, encompassing all investment products and all investors registered within the InvestorDisplay platform.

How to use the reporting module #

1. Login to your Investor Display account
2. Navigate to the “Reporting” module from the main navigation
3. Select “Report by Product” OR “Report by Investor”
   • Report by Product – Will generate a report of all investments within that product
   • Report by Investor – Will generate a report of all investments for the selected users
4. IF “Report by Product” is selected – select all the products you want to include in the report
5. IF “Report by Investor” is selected – input the user email/names in the search field & select all the packages you want to include for those investor.
   • Note: Selecting no packages, means all packages will be included by default.
6. Select all reporting tags to be included in the report
7. Click “Export” to download the Xls report
8. Click “Edit Report” if you require to go back and edit your tags/selections