InvestGlass Help Desk
  • English
Go to website
Back
Articles on:Reporting & Publisher
Build reports to show how well you grow your operations

Categories

  • Get Started
  • CRM
  • Webforms and surveys
  • Automation
  • PMS & Investment Tools
  • Reporting & Publisher
  • Client & Employee Portal
  • Marketing Cloud Email
  • Design and layout
  • File management
  • Admin Centre
  • External API
Get started

This section contains no articles.

  • Publisher
    Launch the publisher routine The publisher allows you to generate your Quarterly Report PDF. You can either generate the entire portfolio or generate only specific data from the portfolio. How to generate the Quarterly Report PDF? Click on My Account and then Company Click on Publisher If you want to generate the entire Quarterly Report, with all the data: Click on Portfolio Select fields and choose Quarterly Data Select which Quarter from which year you want to generatFew readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
© 2023InvestGlass Help Desk