How can I get reports for my entire client book on the Partner Portal?
Some reports cover your full book, while others are generated client by client.
Where to find it: Reports / Clients / Track
Key points
- Live SIP Report: your full SIP book in one view.
- Clients > Download list (CSV): your full client list with total assets.
- Track: order, SIP, mandate and net sales data for all clients, downloadable as CSV or Excel.
- Portfolio Summary, Capital Gains & Loss and Account Statement are generated for one client at a time.
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