/Save your report

Search Knowledge Base by Keyword

Save your report

1. Click the three dots icon at the top of your screen (see the picture below)
2. Click Save Factsheet (see the picture below)
3. Now you can edit Title, add Description and you can choose date until your investment report will be valid. Then click on Save button.
4. Saved fund performance reports are available in the Documents section under your Company Profile (see the picture below)

Investment performance report production software - screenshot

Investment performance report solution - screenshot

Need help? Feel Free to Ask