{"id":29593,"date":"2026-10-28T12:02:57","date_gmt":"2026-10-28T12:02:57","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29593"},"modified":"2026-10-28T12:03:09","modified_gmt":"2026-10-28T12:03:09","slug":"how-can-i-get-reports-for-my-entire-client-book-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-get-reports-for-my-entire-client-book-on-the-partner-portal\/","title":{"rendered":"How can I get reports for my entire client book on the Partner Portal?"},"content":{"rendered":"\n<p>Some reports cover your full book, while others are generated client by client.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Reports \/ Clients \/ Track<\/p>\n\n\n\n<p><strong>Key points<\/strong><\/p>\n\n\n\n<ul><li>Live SIP Report: your full SIP book in one view.<\/li><li>Clients &gt; Download list (CSV): your full client list with total assets.<\/li><li>Track: order, SIP, mandate and net sales data for all clients, downloadable as CSV or Excel.<\/li><li>Portfolio Summary, Capital Gains &amp; Loss and Account Statement are generated for one client at a time.<\/li><\/ul>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3033],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29593"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29593"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29593\/revisions"}],"predecessor-version":[{"id":29595,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29593\/revisions\/29595"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29593"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29593"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29593"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}