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Download a user report

To download any user's available data from the system please follow the next steps:

  1. Go to Company > Portfolios >select the portfolio.
  2. click on the chosen user.
  3. Click on the Generated reports section.
  4. Use the Generate Report and Download Report buttons.

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Related articles

  • Pause a Portfolio
  • Customize Portfolio
  • Dashboard
  • Portfolio Client: Assessment Tools
  • Managing Clients in your Portfolios
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