How do I access reports?

If you have been given access to reports, you can view reports through your account dropdown menu.

  1. Select Reports from your account dropdown (see image above)
  2. Select the report you would like to see
  3. You can export reports as .csv files to an external application (e.g. Microsoft Excel)

Different people will have different reports access. If you feel you need access to a report that you cannot currently access, please contact your firm's ObjectiveManager co-ordinator.

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