How do I access reports?
If you have been given access to reports, you can view reports through your account dropdown menu.
- Select Reports from your account dropdown (see image above)
- Select the report you would like to see
- 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.