Accessing and Viewing Reports

Refer to the following instructions to access and view reports.

How to view a saved report; How to access reports

Viewing Saved Reports

Select the View button while hovering over a saved report in the My Saved and Scheduled Reports section of the Reports page.

The report will be generated with the latest data.

Portfolio Dashboard

The Portfolio Dashboard has a featured report or your top saved reports.

Reports Icon

Select the Reports icon that’s displayed at the top-right in various pages.