How can I view the Live SIP Report on the Partner Portal?
The Live SIP Report gives you a summary of your full SIP book.
Where to find it: Reports > Live SIP Report
Steps
- Click Reports and select Live SIP Report.
- Leave the dates empty to see your full SIP book, or enter a From Date and To Date and click Search.
- Review the summary: registered SIP value and count, cancelled SIP value and count, net SIP flow and average ticket size.
- Click View Client SIP Details to see each client’s SIPs, including why a cancelled SIP was stopped.
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